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 9-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 | $16,082 | $47,848-66.4% | $81,478-80.3% | $70,131-77.1% |
| Participation rate | 10.0% | 58.3%-48.3pp | 68.0%-58.0pp | 69.5%-59.5pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $379 | $1,527-75.2% | $2,568-85.3% | $2,342-83.8% |
| Participant deferral / active EE | $1,220 | $2,453-50.3% | $3,537-65.5% | $3,332-63.4% |
| Admin fee / account holder | $37 | $3,145-98.8% | $4,561-99.2% | $4,645-99.2% |