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 | $19,389 | $95,862-79.8% | $79,550-75.6% | $134,475-85.6% |
| Participation rate | 52.6% | 75.0%-22.4pp | 69.5%-16.9pp | 81.2%-28.6pp |
| Annual return | -18.18% | -2.69%-15.5pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,336 | $3,128-57.3% | $2,413-44.7% | $4,740-71.8% |
| Participant deferral / active EE | $1,892 | $4,693-59.7% | $3,985-52.5% | $6,400-70.4% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |