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 4-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 | $11,933 | $27,641-56.8% | $61,373-80.6% | $68,494-82.6% |
| Participation rate | 39.5% | 39.5%0pp | 52.6%-13.1pp | 67.9%-28.4pp |
| Annual return | -17.22% | -13.24%-4.0pp | 338.61%-355.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $723 | $695+3.9% | $1,159-37.7% | $2,596-72.2% |
| Participant deferral / active EE | $1,186 | $1,263-6.1% | $2,125-44.2% | $4,027-70.5% |
| Admin fee / account holder | $200 | $2,010-90.1% | $2,130-90.6% | $5,403-96.3% |