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 | $19,214 | $95,862-80.0% | $79,550-75.8% | $134,475-85.7% |
| Participation rate | 69.6% | 75.0%-5.5pp | 69.5%+0.1pp | 81.2%-11.7pp |
| Annual return | -18.46% | -2.69%-15.8pp | 0.16%-18.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $534 | $3,128-82.9% | $2,413-77.9% | $4,740-88.7% |
| Participant deferral / active EE | $2,966 | $4,693-36.8% | $3,985-25.6% | $6,400-53.7% |
| Admin fee / account holder | $237 | $9,126-97.4% | $6,832-96.5% | $11,426-97.9% |