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 | $16,672 | $84,695-80.3% | $73,843-77.4% | $125,391-86.7% |
| Participation rate | 68.8% | 76.8%-8.0pp | 73.4%-4.7pp | 83.2%-14.4pp |
| Annual return | -2.99% | 3123.53%-3126.5pp | 2267.84%-2270.8pp | 282.22%-285.2pp |
| Employer contribution / active EE | $2,053 | $3,123-34.3% | $2,787-26.3% | $4,866-57.8% |
| Participant deferral / active EE | $2,889 | $3,992-27.6% | $3,583-19.4% | $5,352-46.0% |
| Admin fee / account holder | $186 | $5,691-96.7% | $4,880-96.2% | $9,540-98.1% |