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 9-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 | $22,168 | $67,331-67.1% | $60,874-63.6% | $134,475-83.5% |
| Participation rate | 30.8% | 76.2%-45.4pp | 73.1%-42.3pp | 81.2%-50.5pp |
| Annual return | -17.60% | 49.93%-67.5pp | 16.90%-34.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $700 | $3,096-77.4% | $2,701-74.1% | $4,740-85.2% |
| Participant deferral / active EE | $1,450 | $4,538-68.1% | $3,817-62.0% | $6,400-77.3% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |