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 | $31,511 | $76,552-58.8% | $123,892-74.6% | $62,891-49.9% |
| Participation rate | 59.5% | 73.0%-13.5pp | 81.4%-21.9pp | 69.3%-9.8pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,499 | $2,883-48.0% | $4,617-67.5% | $2,281-34.3% |
| Participant deferral / active EE | $2,843 | $4,840-41.3% | $5,984-52.5% | $3,203-11.2% |
| Admin fee / account holder | $35 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |