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 | $29,272 | $77,813-62.4% | $123,544-76.3% | $64,186-54.4% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -7.92% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,118 | $3,014-62.9% | $4,628-75.8% | $2,381-53.1% |
| Participant deferral / active EE | $2,512 | $5,240-52.1% | $6,426-60.9% | $3,470-27.6% |
| Admin fee / account holder | $238 | $5,519-95.7% | $9,284-97.4% | $4,888-95.1% |