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 | $23,910 | $43,327-44.8% | $59,878-60.1% | $64,186-62.7% |
| Participation rate | 33.3% | 69.2%-35.8pp | 74.7%-41.4pp | 69.6%-36.2pp |
| Annual return | -5.46% | -1.55%-3.9pp | 3.46%-8.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $353 | $2,028-82.6% | $2,722-87.0% | $2,381-85.2% |
| Participant deferral / active EE | $1,466 | $2,546-42.4% | $3,402-56.9% | $3,470-57.8% |
| Admin fee / account holder | $236 | $3,005-92.1% | $3,590-93.4% | $4,888-95.2% |