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 7-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 | $13,606 | $95,862-85.8% | $79,550-82.9% | $134,475-89.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -19.94% | -2.69%-17.2pp | 0.16%-20.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,690 | $3,128-46.0% | $2,413-30.0% | $4,740-64.3% |
| Participant deferral / active EE | $1,690 | $4,693-64.0% | $3,985-57.6% | $6,400-73.6% |
| Admin fee / account holder | $99 | $9,126-98.9% | $6,832-98.6% | $11,426-99.1% |