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 | $33,857 | $77,813-56.5% | $123,544-72.6% | $64,186-47.3% |
| Participation rate | 41.4% | 74.7%-33.3pp | 82.3%-40.9pp | 69.6%-28.2pp |
| Annual return | -5.11% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,419 | $3,014-52.9% | $4,628-69.3% | $2,381-40.4% |
| Participant deferral / active EE | $2,489 | $5,240-52.5% | $6,426-61.3% | $3,470-28.3% |
| Admin fee / account holder | $15 | $5,519-99.7% | $9,284-99.8% | $4,888-99.7% |