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 | $29,746 | $42,383-29.8% | $76,523-61.1% | $64,186-53.7% |
| Participation rate | 23.1% | 58.1%-35.1pp | 68.0%-44.9pp | 69.6%-46.5pp |
| Annual return | -7.44% | -16.54%+9.1pp | -0.27%-7.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $266 | $1,563-83.0% | $2,647-90.0% | $2,381-88.8% |
| Participant deferral / active EE | $1,251 | $2,566-51.2% | $3,835-67.4% | $3,470-63.9% |
| Admin fee / account holder | $158 | $3,198-95.1% | $4,848-96.7% | $4,888-96.8% |