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 | $27,781 | $35,183-21.0% | $73,545-62.2% | $70,131-60.4% |
| Participation rate | 7.8% | 42.9%-35.1pp | 54.9%-47.1pp | 69.5%-61.7pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $473 | $709-33.3% | $1,219-61.2% | $2,342-79.8% |
| Participant deferral / active EE | $1,647 | $1,220+35.0% | $1,806-8.8% | $3,332-50.6% |
| Admin fee / account holder | $148 | $2,302-93.6% | $2,320-93.6% | $4,645-96.8% |