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 7-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 | $29,823 | $84,402-64.7% | $61,373-51.4% | $134,475-77.8% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -20.05% | 584.55%-604.6pp | 338.61%-358.7pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,170 | $1,544-24.2% | $1,159+0.9% | $4,740-75.3% |
| Participant deferral / active EE | $2,565 | $2,819-9.0% | $2,125+20.7% | $6,400-59.9% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |