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 | $29,799 | $73,867-59.7% | $143,757-79.3% | $68,494-56.5% |
| Participation rate | 52.4% | 66.7%-14.3pp | 80.3%-27.9pp | 67.9%-15.5pp |
| Annual return | -14.42% | 1.01%-15.4pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $632 | $3,184-80.2% | $4,951-87.2% | $2,596-75.7% |
| Participant deferral / active EE | $1,253 | $3,384-63.0% | $5,637-77.8% | $4,027-68.9% |
| Admin fee / account holder | $128 | $5,755-97.8% | $14,673-99.1% | $5,403-97.6% |