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 8-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 | $24,659 | $99,640-75.3% | $86,436-71.5% | $134,475-81.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -9.22% | 6782.58%-6791.8pp | 4394.89%-4404.1pp | 417.96%-427.2pp |
| Employer contribution / active EE | $2,994 | $4,400-32.0% | $3,769-20.6% | $4,740-36.8% |
| Participant deferral / active EE | $3,633 | $7,246-49.9% | $6,952-47.7% | $6,400-43.2% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |