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 | $12,373 | $67,331-81.6% | $60,874-79.7% | $134,475-90.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -13.08% | 49.93%-63.0pp | 16.90%-30.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,456 | $4,538-67.9% | $3,817-61.9% | $6,400-77.2% |
| Admin fee / account holder | $289 | $4,582-93.7% | $3,224-91.1% | $11,426-97.5% |