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 | $21,622 | $90,503-76.1% | $78,689-72.5% | $273,961-92.1% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,000 | $3,176-68.5% | $2,851-64.9% | $4,869-79.5% |
| Participant deferral / active EE | $1,759 | $3,901-54.9% | $3,517-50.0% | $5,287-66.7% |
| Admin fee / account holder | $122 | $5,263-97.7% | $4,510-97.3% | $10,132-98.8% |