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 | $24,789 | $49,280-49.7% | $67,313-63.2% | $64,186-61.4% |
| Participation rate | 26.7% | 60.8%-34.1pp | 69.1%-42.4pp | 69.6%-42.9pp |
| Annual return | -3.19% | -1.39%-1.8pp | -4.08%+0.9pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,972 | $1,668+18.2% | $2,566-23.1% | $2,381-17.2% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $281 | $3,863-92.7% | $4,507-93.8% | $4,888-94.3% |