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 | $56,461 | $96,956-41.8% | $70,014-19.4% | $273,961-79.4% |
| Participation rate | 61.5% | 77.1%-15.5pp | 71.8%-10.3pp | 83.0%-21.5pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,699 | $3,316-48.8% | $2,338-27.3% | $4,869-65.1% |
| Participant deferral / active EE | $2,976 | $3,744-20.5% | $2,931+1.5% | $5,287-43.7% |
| Admin fee / account holder | $69 | $7,934-99.1% | $4,380-98.4% | $10,132-99.3% |