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 | $17,874 | $56,357-68.3% | $104,294-82.9% | $68,494-73.9% |
| Participation rate | 19.5% | 63.3%-43.7pp | 73.3%-53.7pp | 67.9%-48.4pp |
| Annual return | -17.51% | -9.19%-8.3pp | 24.61%-42.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $679 | $1,960-65.3% | $3,372-79.9% | $2,596-73.8% |
| Participant deferral / active EE | $1,270 | $3,077-58.7% | $4,625-72.5% | $4,027-68.5% |
| Admin fee / account holder | $216 | $4,903-95.6% | $7,339-97.1% | $5,403-96.0% |