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 | $33,562 | $82,664-59.4% | $125,339-73.2% | $68,494-51.0% |
| Participation rate | 62.5% | 75.0%-12.5pp | 82.4%-19.9pp | 67.9%-5.4pp |
| Annual return | -19.07% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $5,512 | $3,381+63.0% | $4,814+14.5% | $2,596+112.3% |
| Participant deferral / active EE | $5,822 | $6,110-4.7% | $7,446-21.8% | $4,027+44.6% |
| Admin fee / account holder | $68 | $6,275-98.9% | $10,010-99.3% | $5,403-98.7% |