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 9-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 | $25,802 | $67,331-61.7% | $60,874-57.6% | $134,475-80.8% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.1%-43.1pp | 81.2%-51.2pp |
| Annual return | -16.79% | 49.93%-66.7pp | 16.90%-33.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $563 | $3,096-81.8% | $2,701-79.2% | $4,740-88.1% |
| Participant deferral / active EE | $1,627 | $4,538-64.1% | $3,817-57.4% | $6,400-74.6% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |