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 8-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 | $20,713 | $82,630-74.9% | $64,105-67.7% | $125,391-83.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -1.24% | 1489.72%-1491.0pp | 791.24%-792.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,059 | $2,671-60.4% | $1,820-41.8% | $4,866-78.2% |
| Participant deferral / active EE | $4,286 | $3,608+18.8% | $2,822+51.9% | $5,352-19.9% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |