See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,427 | $105,860-78.8% | $90,749-75.3% | $134,475-83.3% |
| Participation rate | 42.1% | 78.2%-36.1pp | 75.7%-33.6pp | 81.2%-39.1pp |
| Annual return | 3.97% | -11.01%+15.0pp | -12.16%+16.1pp | 417.96%-414.0pp |
| Employer contribution / active EE | $1,058 | $3,462-69.4% | $2,921-63.8% | $4,740-77.7% |
| Participant deferral / active EE | $1,594 | $5,216-69.4% | $4,564-65.1% | $6,400-75.1% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |