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 | $14,394 | $84,695-83.0% | $73,843-80.5% | $125,391-88.5% |
| Participation rate | 63.6% | 76.8%-13.1pp | 73.4%-9.8pp | 83.2%-19.6pp |
| Annual return | -2.79% | 3123.53%-3126.3pp | 2267.84%-2270.6pp | 282.22%-285.0pp |
| Employer contribution / active EE | $966 | $3,123-69.1% | $2,787-65.3% | $4,866-80.1% |
| Participant deferral / active EE | $5,092 | $3,992+27.5% | $3,583+42.1% | $5,352-4.9% |
| Admin fee / account holder | $123 | $5,691-97.8% | $4,880-97.5% | $9,540-98.7% |