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 | $43,625 | $95,971-54.5% | $74,550-41.5% | $135,375-67.8% |
| Participation rate | 52.2% | 75.7%-23.5pp | 69.1%-17.0pp | 82.6%-30.5pp |
| Annual return | -5.01% | 56.96%-62.0pp | 32.53%-37.5pp | 519.73%-524.7pp |
| Employer contribution / active EE | $5,008 | $2,716+84.4% | $1,961+155.4% | $4,779+4.8% |
| Participant deferral / active EE | $2,286 | $3,843-40.5% | $3,108-26.5% | $5,609-59.3% |
| Admin fee / account holder | $250 | $6,522-96.2% | $5,060-95.1% | $10,827-97.7% |