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 | $16,964 | $95,862-82.3% | $79,550-78.7% | $134,475-87.4% |
| Participation rate | 68.4% | 75.0%-6.6pp | 69.5%-1.1pp | 81.2%-12.8pp |
| Annual return | -9.56% | -2.69%-6.9pp | 0.16%-9.7pp | 417.96%-427.5pp |
| Employer contribution / active EE | $1,807 | $3,128-42.2% | $2,413-25.1% | $4,740-61.9% |
| Participant deferral / active EE | $4,544 | $4,693-3.2% | $3,985+14.0% | $6,400-29.0% |
| Admin fee / account holder | $19 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |