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 | $30,497 | $152,509-80.0% | $117,472-74.0% | $134,475-77.3% |
| Participation rate | 56.3% | 77.1%-20.8pp | 70.6%-14.3pp | 81.2%-25.0pp |
| Annual return | -14.94% | 52.99%-67.9pp | 29.74%-44.7pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,221 | $5,571-78.1% | $4,176-70.8% | $4,740-74.2% |
| Participant deferral / active EE | $1,304 | $4,818-72.9% | $4,070-68.0% | $6,400-79.6% |
| Admin fee / account holder | $197 | $7,004-97.2% | $5,645-96.5% | $11,426-98.3% |