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 5-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 | $29,563 | $37,426-21.0% | $77,482-61.8% | $79,858-63.0% |
| Participation rate | 25.4% | 41.5%-16.1pp | 54.2%-28.8pp | 69.6%-44.3pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $417 | $637-34.5% | $986-57.7% | $2,471-83.1% |
| Participant deferral / active EE | $1,283 | $1,260+1.8% | $1,861-31.1% | $3,740-65.7% |
| Admin fee / account holder | $160 | $2,504-93.6% | $2,858-94.4% | $5,306-97.0% |