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 6-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 | $26,425 | $82,664-68.0% | $125,339-78.9% | $68,494-61.4% |
| Participation rate | 54.2% | 75.0%-20.8pp | 82.4%-28.1pp | 67.9%-13.7pp |
| Annual return | 2.54% | -5.97%+8.5pp | 572.05%-569.5pp | -7.84%+10.4pp |
| Employer contribution / active EE | $1,943 | $3,381-42.5% | $4,814-59.6% | $2,596-25.2% |
| Participant deferral / active EE | $6,602 | $6,110+8.0% | $7,446-11.3% | $4,027+63.9% |
| Admin fee / account holder | $288 | $6,275-95.4% | $10,010-97.1% | $5,403-94.7% |