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 | $43,238 | $152,509-71.6% | $117,472-63.2% | $134,475-67.8% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -15.49% | 52.99%-68.5pp | 29.74%-45.2pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,046 | $5,571-81.2% | $4,176-75.0% | $4,740-77.9% |
| Participant deferral / active EE | $1,897 | $4,818-60.6% | $4,070-53.4% | $6,400-70.4% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |