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 8-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 | $33,242 | $107,015-68.9% | $73,545-54.8% | $147,584-77.5% |
| Participation rate | 0.0% | 66.4%-66.4pp | 54.9%-54.9pp | 82.8%-82.8pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,217 | $1,760-30.8% | $1,219-0.1% | $4,876-75.0% |
| Participant deferral / active EE | $2,942 | $2,462+19.5% | $1,806+62.9% | $5,439-45.9% |
| Admin fee / account holder | $244 | $3,055-92.0% | $2,320-89.5% | $10,885-97.8% |