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 | $24,116 | $67,331-64.2% | $60,874-60.4% | $134,475-82.1% |
| Participation rate | 9.5% | 76.2%-66.7pp | 73.1%-63.6pp | 81.2%-71.7pp |
| Annual return | -16.65% | 49.93%-66.6pp | 16.90%-33.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,143 | $4,538-74.8% | $3,817-70.1% | $6,400-82.1% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |