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 | $27,855 | $95,971-71.0% | $74,550-62.6% | $135,375-79.4% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -5.90% | 56.96%-62.9pp | 32.53%-38.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $833 | $2,716-69.3% | $1,961-57.5% | $4,779-82.6% |
| Participant deferral / active EE | $1,667 | $3,843-56.6% | $3,108-46.4% | $5,609-70.3% |
| Admin fee / account holder | $290 | $6,522-95.6% | $5,060-94.3% | $10,827-97.3% |