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 | $31,533 | $133,958-76.5% | $112,228-71.9% | $134,475-76.6% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.1%-52.8pp | 81.2%-59.0pp |
| Annual return | -14.10% | 47.11%-61.2pp | 27.45%-41.5pp | 417.96%-432.1pp |
| Employer contribution / active EE | $877 | $4,038-78.3% | $3,635-75.9% | $4,740-81.5% |
| Participant deferral / active EE | $1,524 | $5,291-71.2% | $4,728-67.8% | $6,400-76.2% |
| Admin fee / account holder | $164 | $7,489-97.8% | $6,410-97.4% | $11,426-98.6% |