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 8-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 | $22,452 | $35,183-36.2% | $73,545-69.5% | $70,131-68.0% |
| Participation rate | 22.5% | 42.9%-20.4pp | 54.9%-32.4pp | 69.5%-47.0pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $901 | $709+27.1% | $1,219-26.1% | $2,342-61.5% |
| Participant deferral / active EE | $485 | $1,220-60.2% | $1,806-73.1% | $3,332-85.4% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |