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 | $31,443 | $57,354-45.2% | $83,848-62.5% | $64,186-51.0% |
| Participation rate | 58.1% | 68.6%-10.5pp | 76.1%-18.1pp | 69.6%-11.5pp |
| Annual return | -7.63% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,265 | $2,545-50.3% | $3,631-65.1% | $2,381-46.8% |
| Participant deferral / active EE | $2,956 | $2,993-1.2% | $4,082-27.6% | $3,470-14.8% |
| Admin fee / account holder | $214 | $4,046-94.7% | $5,478-96.1% | $4,888-95.6% |