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 | $19,935 | $67,331-70.4% | $60,874-67.3% | $134,475-85.2% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.1%-50.9pp | 81.2%-59.0pp |
| Annual return | -9.95% | 49.93%-59.9pp | 16.90%-26.8pp | 417.96%-427.9pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,278 | $4,538-49.8% | $3,817-40.3% | $6,400-64.4% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |