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 | $11,969 | $67,331-82.2% | $60,874-80.3% | $134,475-91.1% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.1%-28.7pp | 81.2%-36.8pp |
| Annual return | -16.61% | 49.93%-66.5pp | 16.90%-33.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,010 | $3,096-67.4% | $2,701-62.6% | $4,740-78.7% |
| Participant deferral / active EE | $1,107 | $4,538-75.6% | $3,817-71.0% | $6,400-82.7% |
| Admin fee / account holder | $64 | $4,582-98.6% | $3,224-98.0% | $11,426-99.4% |