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 | $24,140 | $32,117-24.8% | $71,086-66.0% | $64,186-62.4% |
| Participation rate | 16.7% | 42.7%-26.0pp | 54.7%-38.0pp | 69.6%-52.9pp |
| Annual return | -5.52% | -5.57%0pp | 650.59%-656.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $359 | $712-49.5% | $1,088-67.0% | $2,381-84.9% |
| Participant deferral / active EE | $1,105 | $1,263-12.5% | $1,874-41.0% | $3,470-68.1% |
| Admin fee / account holder | $187 | $2,759-93.2% | $3,082-93.9% | $4,888-96.2% |