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 | $22,203 | $95,971-76.9% | $74,550-70.2% | $135,375-83.6% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -7.81% | 56.96%-64.8pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $871 | $2,716-67.9% | $1,961-55.6% | $4,779-81.8% |
| Participant deferral / active EE | $1,172 | $3,843-69.5% | $3,108-62.3% | $5,609-79.1% |
| Admin fee / account holder | $251 | $6,522-96.2% | $5,060-95.0% | $10,827-97.7% |