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 | $9,967 | $42,894-76.8% | $60,874-83.6% | $68,494-85.4% |
| Participation rate | 53.3% | 66.8%-13.5pp | 73.1%-19.8pp | 67.9%-14.6pp |
| Annual return | -18.15% | -13.98%-4.2pp | 16.90%-35.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $552 | $1,978-72.1% | $2,701-79.6% | $2,596-78.7% |
| Participant deferral / active EE | $1,185 | $2,867-58.7% | $3,817-69.0% | $4,027-70.6% |
| Admin fee / account holder | $168 | $3,101-94.6% | $3,224-94.8% | $5,403-96.9% |