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 5-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 | $13,448 | $84,402-84.1% | $61,373-78.1% | $134,475-90.0% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | -1.19% | 584.55%-585.7pp | 338.61%-339.8pp | 417.96%-419.2pp |
| Employer contribution / active EE | $253 | $1,544-83.6% | $1,159-78.2% | $4,740-94.7% |
| Participant deferral / active EE | $1,877 | $2,819-33.4% | $2,125-11.7% | $6,400-70.7% |
| Admin fee / account holder | $66 | $2,585-97.5% | $2,130-96.9% | $11,426-99.4% |