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 | $29,375 | $113,935-74.2% | $94,224-68.8% | $125,391-76.6% |
| Participation rate | 33.3% | 82.9%-49.6pp | 78.8%-45.4pp | 83.2%-49.9pp |
| Annual return | -2.76% | 5.29%-8.0pp | 10.68%-13.4pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,639 | $4,727-65.3% | $3,587-54.3% | $4,866-66.3% |
| Participant deferral / active EE | $1,639 | $5,179-68.4% | $4,320-62.1% | $5,352-69.4% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |