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 7-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 | $19,800 | $106,543-81.4% | $91,220-78.3% | $134,475-85.3% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -20.80% | 160.60%-181.4pp | 114.01%-134.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,363 | $3,331-59.1% | $2,850-52.2% | $4,740-71.2% |
| Participant deferral / active EE | $3,667 | $4,719-22.3% | $4,234-13.4% | $6,400-42.7% |
| Admin fee / account holder | $19 | $6,231-99.7% | $5,420-99.7% | $11,426-99.8% |