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 | $13,390 | $43,327-69.1% | $59,878-77.6% | $64,186-79.1% |
| Participation rate | 49.1% | 69.2%-20.1pp | 74.7%-25.6pp | 69.6%-20.5pp |
| Annual return | -6.28% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,047 | $2,028-48.4% | $2,722-61.5% | $2,381-56.0% |
| Participant deferral / active EE | $2,070 | $2,546-18.7% | $3,402-39.2% | $3,470-40.3% |
| Admin fee / account holder | $50 | $3,005-98.3% | $3,590-98.6% | $4,888-99.0% |