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 | $27,086 | $39,798-31.9% | $67,711-60.0% | $59,632-54.6% |
| Participation rate | 53.6% | 57.4%-3.8pp | 67.5%-13.9pp | 68.7%-15.1pp |
| Annual return | -0.71% | 89.94%-90.6pp | 25.41%-26.1pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $416 | $1,393-70.1% | $2,559-83.7% | $2,203-81.1% |
| Participant deferral / active EE | $860 | $2,335-63.2% | $3,585-76.0% | $3,192-73.1% |
| Admin fee / account holder | $80 | $3,212-97.5% | $4,255-98.1% | $4,297-98.1% |