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 | $12,184 | $39,798-69.4% | $67,711-82.0% | $59,632-79.6% |
| Participation rate | 63.4% | 57.4%+6.0pp | 67.5%-4.1pp | 68.7%-5.3pp |
| Annual return | 0.00% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $620 | $1,393-55.5% | $2,559-75.8% | $2,203-71.8% |
| Participant deferral / active EE | $2,462 | $2,335+5.4% | $3,585-31.3% | $3,192-22.9% |
| Admin fee / account holder | $84 | $3,212-97.4% | $4,255-98.0% | $4,297-98.1% |