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 5-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 | $19,244 | $95,862-79.9% | $79,550-75.8% | $134,475-85.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -20.41% | -2.69%-17.7pp | 0.16%-20.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $733 | $3,128-76.6% | $2,413-69.6% | $4,740-84.5% |
| Participant deferral / active EE | $2,566 | $4,693-45.3% | $3,985-35.6% | $6,400-59.9% |
| Admin fee / account holder | $150 | $9,126-98.4% | $6,832-97.8% | $11,426-98.7% |