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 | $40,947 | $82,286-50.2% | $68,791-40.5% | $134,475-69.6% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -12.83% | -2.19%-10.6pp | -6.38%-6.5pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,659 | $3,301-49.8% | $2,655-37.5% | $4,740-65.0% |
| Participant deferral / active EE | $1,995 | $4,739-57.9% | $3,941-49.4% | $6,400-68.8% |
| Admin fee / account holder | $120 | $6,481-98.2% | $4,932-97.6% | $11,426-99.0% |