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 | $27,322 | $85,790-68.2% | $67,313-59.4% | $135,375-79.8% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.1%-11.9pp | 82.6%-25.5pp |
| Annual return | -7.38% | -0.54%-6.8pp | -4.08%-3.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,184 | $3,487-37.4% | $2,566-14.9% | $4,779-54.3% |
| Participant deferral / active EE | $5,400 | $4,651+16.1% | $3,568+51.3% | $5,609-3.7% |
| Admin fee / account holder | $187 | $6,392-97.1% | $4,507-95.8% | $10,827-98.3% |