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 | $27,446 | $43,723-37.2% | $121,196-77.4% | $64,186-57.2% |
| Participation rate | 22.2% | 58.3%-36.1pp | 71.7%-49.5pp | 69.6%-47.3pp |
| Annual return | -2.14% | 68.91%-71.1pp | 16.93%-19.1pp | 7.63%-9.8pp |
| Employer contribution / active EE | $373 | $1,296-71.2% | $4,022-90.7% | $2,381-84.3% |
| Participant deferral / active EE | $1,345 | $2,280-41.0% | $3,344-59.8% | $3,470-61.2% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |