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 | $36,293 | $152,509-76.2% | $117,472-69.1% | $134,475-73.0% |
| Participation rate | 30.0% | 77.1%-47.1pp | 70.6%-40.6pp | 81.2%-51.2pp |
| Annual return | -18.62% | 52.99%-71.6pp | 29.74%-48.4pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,438 | $5,571-74.2% | $4,176-65.6% | $4,740-69.7% |
| Participant deferral / active EE | $2,744 | $4,818-43.0% | $4,070-32.6% | $6,400-57.1% |
| Admin fee / account holder | $245 | $7,004-96.5% | $5,645-95.7% | $11,426-97.9% |