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 7-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 | $44,864 | $92,703-51.6% | $82,719-45.8% | $134,475-66.6% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.3pp | 81.2%-12.0pp |
| Annual return | -15.24% | 944.92%-960.2pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $4,120 | $3,274+25.9% | $3,009+36.9% | $4,740-13.1% |
| Participant deferral / active EE | $4,847 | $4,802+0.9% | $4,395+10.3% | $6,400-24.3% |
| Admin fee / account holder | $288 | $5,983-95.2% | $5,329-94.6% | $11,426-97.5% |