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 7-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 | $27,049 | $27,641-2.1% | $61,373-55.9% | $68,494-60.5% |
| Participation rate | 15.4% | 39.5%-24.1pp | 52.6%-37.2pp | 67.9%-52.5pp |
| Annual return | -14.79% | -13.24%-1.6pp | 338.61%-353.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $455 | $695-34.6% | $1,159-60.8% | $2,596-82.5% |
| Participant deferral / active EE | $1,172 | $1,263-7.2% | $2,125-44.8% | $4,027-70.9% |
| Admin fee / account holder | $3 | $2,010-99.9% | $2,130-99.9% | $5,403-100.0% |