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 9-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 | $27,205 | $152,509-82.2% | $117,472-76.8% | $134,475-79.8% |
| Participation rate | 25.0% | 77.1%-52.1pp | 70.6%-45.6pp | 81.2%-56.2pp |
| Annual return | -17.78% | 52.99%-70.8pp | 29.74%-47.5pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,191 | $5,571-78.6% | $4,176-71.5% | $4,740-74.9% |
| Participant deferral / active EE | $1,398 | $4,818-71.0% | $4,070-65.6% | $6,400-78.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |