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 | $23,377 | $56,897-58.9% | $84,750-72.4% | $62,891-62.8% |
| Participation rate | 37.2% | 68.5%-31.3pp | 76.6%-39.4pp | 69.3%-32.1pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $770 | $2,400-67.9% | $3,574-78.5% | $2,281-66.3% |
| Participant deferral / active EE | $1,220 | $2,709-55.0% | $3,712-67.1% | $3,203-61.9% |
| Admin fee / account holder | $4 | $3,581-99.9% | $5,332-99.9% | $4,296-99.9% |