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 | $32,984 | $96,956-66.0% | $70,014-52.9% | $273,961-88.0% |
| Participation rate | 21.4% | 77.1%-55.6pp | 71.8%-50.4pp | 83.0%-61.6pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $623 | $3,316-81.2% | $2,338-73.4% | $4,869-87.2% |
| Participant deferral / active EE | $3,857 | $3,744+3.0% | $2,931+31.6% | $5,287-27.0% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |