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 | $20,641 | $52,519-60.7% | $155,790-86.8% | $59,632-65.4% |
| Participation rate | 50.0% | 61.7%-11.7pp | 76.1%-26.1pp | 68.7%-18.7pp |
| Annual return | 0.00% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,043 | $1,589+28.5% | $3,836-46.7% | $2,203-7.3% |
| Participant deferral / active EE | $3,969 | $3,084+28.7% | $4,797-17.3% | $3,192+24.4% |
| Admin fee / account holder | $240 | $3,540-93.2% | $7,478-96.8% | $4,297-94.4% |