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 | $39,323 | $97,757-59.8% | $83,848-53.1% | $135,375-71.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -6.05% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,032 | $4,222-51.9% | $3,631-44.0% | $4,779-57.5% |
| Participant deferral / active EE | $4,208 | $4,682-10.1% | $4,082+3.1% | $5,609-25.0% |
| Admin fee / account holder | $109 | $6,674-98.4% | $5,478-98.0% | $10,827-99.0% |