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 6-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 | $19,800 | $82,286-75.9% | $68,791-71.2% | $134,475-85.3% |
| Participation rate | 45.0% | 75.1%-30.1pp | 69.0%-24.0pp | 81.2%-36.2pp |
| Annual return | -17.51% | -2.19%-15.3pp | -6.38%-11.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,255 | $3,301-62.0% | $2,655-52.7% | $4,740-73.5% |
| Participant deferral / active EE | $3,573 | $4,739-24.6% | $3,941-9.3% | $6,400-44.2% |
| Admin fee / account holder | $20 | $6,481-99.7% | $4,932-99.6% | $11,426-99.8% |