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 | $40,711 | $78,694-48.3% | $67,652-39.8% | $125,391-67.5% |
| Participation rate | 28.6% | 78.8%-50.2pp | 75.7%-47.1pp | 83.2%-54.6pp |
| Annual return | -0.66% | 9.46%-10.1pp | 6625.04%-6625.7pp | 282.22%-282.9pp |
| Employer contribution / active EE | $712 | $3,044-76.6% | $2,266-68.6% | $4,866-85.4% |
| Participant deferral / active EE | $2,047 | $4,292-52.3% | $3,560-42.5% | $5,352-61.7% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |