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 | $24,644 | $95,971-74.3% | $74,550-66.9% | $135,375-81.8% |
| Participation rate | 53.3% | 75.7%-22.3pp | 69.1%-15.8pp | 82.6%-29.3pp |
| Annual return | -5.22% | 56.96%-62.2pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,158 | $2,716-57.4% | $1,961-40.9% | $4,779-75.8% |
| Participant deferral / active EE | $2,146 | $3,843-44.2% | $3,108-30.9% | $5,609-61.7% |
| Admin fee / account holder | $252 | $6,522-96.1% | $5,060-95.0% | $10,827-97.7% |