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 | $48,320 | $82,286-41.3% | $68,791-29.8% | $134,475-64.1% |
| Participation rate | 14.3% | 75.1%-60.8pp | 69.0%-54.7pp | 81.2%-66.9pp |
| Annual return | -10.24% | -2.19%-8.1pp | -6.38%-3.9pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,356 | $3,301-58.9% | $2,655-48.9% | $4,740-71.4% |
| Participant deferral / active EE | $2,929 | $4,739-38.2% | $3,941-25.7% | $6,400-54.2% |
| Admin fee / account holder | $142 | $6,481-97.8% | $4,932-97.1% | $11,426-98.8% |