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 | $24,003 | $45,035-46.7% | $62,995-61.9% | $70,131-65.8% |
| Participation rate | 13.5% | 69.5%-56.0pp | 74.8%-61.3pp | 69.5%-56.0pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $843 | $2,051-58.9% | $2,759-69.4% | $2,342-64.0% |
| Participant deferral / active EE | $1,166 | $2,465-52.7% | $3,329-65.0% | $3,332-65.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |