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 5-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 | $17,396 | $95,862-81.9% | $79,550-78.1% | $134,475-87.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -18.83% | -2.69%-16.1pp | 0.16%-19.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,332 | $3,128-57.4% | $2,413-44.8% | $4,740-71.9% |
| Participant deferral / active EE | $4,087 | $4,693-12.9% | $3,985+2.5% | $6,400-36.1% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |