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 | $28,196 | $49,280-42.8% | $67,313-58.1% | $64,186-56.1% |
| Participation rate | 45.7% | 60.8%-15.1pp | 69.1%-23.4pp | 69.6%-23.9pp |
| Annual return | -7.10% | -1.39%-5.7pp | -4.08%-3.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,036 | $1,668-37.9% | $2,566-59.6% | $2,381-56.5% |
| Participant deferral / active EE | $1,908 | $2,484-23.2% | $3,568-46.5% | $3,470-45.0% |
| Admin fee / account holder | $250 | $3,863-93.5% | $4,507-94.4% | $4,888-94.9% |