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 | $24,860 | $71,883-65.4% | $86,677-71.3% | $68,494-63.7% |
| Participation rate | 48.0% | 72.2%-24.2pp | 76.6%-28.6pp | 67.9%-19.9pp |
| Annual return | -14.83% | 3.52%-18.4pp | 35.91%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $750 | $2,173-65.5% | $2,836-73.6% | $2,596-71.1% |
| Participant deferral / active EE | $1,764 | $3,779-53.3% | $4,656-62.1% | $4,027-56.2% |
| Admin fee / account holder | $76 | $6,112-98.8% | $7,493-99.0% | $5,403-98.6% |