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 | $46,554 | $92,703-49.8% | $82,719-43.7% | $134,475-65.4% |
| Participation rate | 52.6% | 75.2%-22.6pp | 72.6%-19.9pp | 81.2%-28.6pp |
| Annual return | -15.69% | 944.92%-960.6pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,421 | $3,274-56.6% | $3,009-52.8% | $4,740-70.0% |
| Participant deferral / active EE | $4,340 | $4,802-9.6% | $4,395-1.3% | $6,400-32.2% |
| Admin fee / account holder | $179 | $5,983-97.0% | $5,329-96.6% | $11,426-98.4% |