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 9-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 | $40,975 | $107,791-62.0% | $90,645-54.8% | $135,375-69.7% |
| Participation rate | 69.2% | 78.0%-8.8pp | 74.0%-4.8pp | 82.6%-13.4pp |
| Annual return | -6.91% | -0.90%-6.0pp | 1.88%-8.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,359 | $3,018-55.0% | $2,532-46.3% | $4,779-71.6% |
| Participant deferral / active EE | $2,467 | $3,872-36.3% | $3,425-28.0% | $5,609-56.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |