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 9-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 | $26,497 | $67,606-60.8% | $82,313-67.8% | $70,131-62.2% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.9%-14.8pp | 69.5%-7.5pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $539 | $1,755-69.3% | $2,428-77.8% | $2,342-77.0% |
| Participant deferral / active EE | $1,487 | $2,987-50.2% | $3,706-59.9% | $3,332-55.4% |
| Admin fee / account holder | $34 | $4,512-99.2% | $5,608-99.4% | $4,645-99.3% |