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 | $38,416 | $95,862-59.9% | $79,550-51.7% | $134,475-71.4% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -16.88% | -2.69%-14.2pp | 0.16%-17.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,549 | $3,128-18.5% | $2,413+5.7% | $4,740-46.2% |
| Participant deferral / active EE | $3,906 | $4,693-16.8% | $3,985-2.0% | $6,400-39.0% |
| Admin fee / account holder | $194 | $9,126-97.9% | $6,832-97.2% | $11,426-98.3% |