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 | $22,693 | $69,518-67.4% | $59,878-62.1% | $135,375-83.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | -5.77% | 7.94%-13.7pp | 3.46%-9.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $658 | $3,235-79.7% | $2,722-75.8% | $4,779-86.2% |
| Participant deferral / active EE | $801 | $4,206-81.0% | $3,402-76.5% | $5,609-85.7% |
| Admin fee / account holder | $101 | $5,734-98.2% | $3,590-97.2% | $10,827-99.1% |