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 | $44,068 | $95,193-53.7% | $76,523-42.4% | $135,375-67.4% |
| Participation rate | 63.2% | 74.4%-11.2pp | 68.0%-4.8pp | 82.6%-19.5pp |
| Annual return | -9.35% | 4.85%-14.2pp | -0.27%-9.1pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,240 | $3,302-62.4% | $2,647-53.1% | $4,779-74.0% |
| Participant deferral / active EE | $2,935 | $4,639-36.7% | $3,835-23.5% | $5,609-47.7% |
| Admin fee / account holder | $25 | $6,249-99.6% | $4,848-99.5% | $10,827-99.8% |