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 | $44,612 | $129,942-65.7% | $104,294-57.2% | $134,475-66.8% |
| Participation rate | 60.9% | 79.5%-18.7pp | 73.3%-12.4pp | 81.2%-20.4pp |
| Annual return | -17.86% | 42.03%-59.9pp | 24.61%-42.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,642 | $4,184-60.8% | $3,372-51.3% | $4,740-65.4% |
| Participant deferral / active EE | $3,050 | $5,588-45.4% | $4,625-34.1% | $6,400-52.3% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |