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 8-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 | $12,863 | $42,894-70.0% | $60,874-78.9% | $68,494-81.2% |
| Participation rate | 37.2% | 66.8%-29.6pp | 73.1%-35.9pp | 67.9%-30.7pp |
| Annual return | -14.49% | -13.98%-0.5pp | 16.90%-31.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,096 | $2,867-61.8% | $3,817-71.3% | $4,027-72.8% |
| Admin fee / account holder | $26 | $3,101-99.2% | $3,224-99.2% | $5,403-99.5% |