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 7-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 | $23,760 | $49,177-51.7% | $79,464-70.1% | $64,186-63.0% |
| Participation rate | 59.3% | 65.0%-5.8pp | 73.3%-14.1pp | 69.6%-10.3pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $723 | $2,076-65.2% | $2,800-74.2% | $2,381-69.6% |
| Participant deferral / active EE | $2,753 | $2,821-2.4% | $3,704-25.7% | $3,470-20.7% |
| Admin fee / account holder | $287 | $3,839-92.5% | $5,113-94.4% | $4,888-94.1% |