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 | $12,242 | $95,862-87.2% | $79,550-84.6% | $134,475-90.9% |
| Participation rate | 43.8% | 75.0%-31.3pp | 69.5%-25.7pp | 81.2%-37.5pp |
| Annual return | -1.32% | -2.69%+1.4pp | 0.16%-1.5pp | 417.96%-419.3pp |
| Employer contribution / active EE | $594 | $3,128-81.0% | $2,413-75.4% | $4,740-87.5% |
| Participant deferral / active EE | $2,768 | $4,693-41.0% | $3,985-30.5% | $6,400-56.8% |
| Admin fee / account holder | $110 | $9,126-98.8% | $6,832-98.4% | $11,426-99.0% |