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 5-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 | $11,049 | $73,867-85.0% | $143,757-92.3% | $68,494-83.9% |
| Participation rate | 22.0% | 66.7%-44.7pp | 80.3%-58.3pp | 67.9%-45.9pp |
| Annual return | -14.54% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $801 | $3,184-74.8% | $4,951-83.8% | $2,596-69.2% |
| Participant deferral / active EE | $1,585 | $3,384-53.2% | $5,637-71.9% | $4,027-60.6% |
| Admin fee / account holder | $36 | $5,755-99.4% | $14,673-99.8% | $5,403-99.3% |