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 | $39,404 | $95,862-58.9% | $79,550-50.5% | $134,475-70.7% |
| Participation rate | 60.9% | 75.0%-14.2pp | 69.5%-8.6pp | 81.2%-20.4pp |
| Annual return | -16.40% | -2.69%-13.7pp | 0.16%-16.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,536 | $3,128-50.9% | $2,413-36.4% | $4,740-67.6% |
| Participant deferral / active EE | $4,064 | $4,693-13.4% | $3,985+2.0% | $6,400-36.5% |
| Admin fee / account holder | $143 | $9,126-98.4% | $6,832-97.9% | $11,426-98.7% |