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 | $21,311 | $67,331-68.3% | $60,874-65.0% | $134,475-84.2% |
| Participation rate | 54.5% | 76.2%-21.6pp | 73.1%-18.6pp | 81.2%-26.7pp |
| Annual return | -16.20% | 49.93%-66.1pp | 16.90%-33.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,226 | $3,096-60.4% | $2,701-54.6% | $4,740-74.1% |
| Participant deferral / active EE | $3,907 | $4,538-13.9% | $3,817+2.4% | $6,400-38.9% |
| Admin fee / account holder | $213 | $4,582-95.4% | $3,224-93.4% | $11,426-98.1% |