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 6-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 | $22,821 | $84,695-73.1% | $73,843-69.1% | $125,391-81.8% |
| Participation rate | 58.3% | 76.8%-18.4pp | 73.4%-15.1pp | 83.2%-24.9pp |
| Annual return | -3.05% | 3123.53%-3126.6pp | 2267.84%-2270.9pp | 282.22%-285.3pp |
| Employer contribution / active EE | $3,079 | $3,123-1.4% | $2,787+10.5% | $4,866-36.7% |
| Participant deferral / active EE | $3,336 | $3,992-16.5% | $3,583-6.9% | $5,352-37.7% |
| Admin fee / account holder | $144 | $5,691-97.5% | $4,880-97.1% | $9,540-98.5% |