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 | $23,690 | $87,540-72.9% | $75,781-68.7% | $125,391-81.1% |
| Participation rate | 57.1% | 80.2%-23.0pp | 75.8%-18.7pp | 83.2%-26.0pp |
| Annual return | 0.00% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $870 | $3,930-77.9% | $3,323-73.8% | $4,866-82.1% |
| Participant deferral / active EE | $2,593 | $4,229-38.7% | $3,651-29.0% | $5,352-51.5% |
| Admin fee / account holder | $94 | $6,502-98.5% | $5,299-98.2% | $9,540-99.0% |