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 | $19,337 | $42,383-54.4% | $76,523-74.7% | $64,186-69.9% |
| Participation rate | 66.7% | 58.1%+8.5pp | 68.0%-1.3pp | 69.6%-2.9pp |
| Annual return | -7.01% | -16.54%+9.5pp | -0.27%-6.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $841 | $1,563-46.2% | $2,647-68.2% | $2,381-64.7% |
| Participant deferral / active EE | $1,137 | $2,566-55.7% | $3,835-70.4% | $3,470-67.2% |
| Admin fee / account holder | $194 | $3,198-93.9% | $4,848-96.0% | $4,888-96.0% |