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 | $25,183 | $92,703-72.8% | $82,719-69.6% | $134,475-81.3% |
| Participation rate | 59.1% | 75.2%-16.1pp | 72.6%-13.5pp | 81.2%-22.1pp |
| Annual return | -18.86% | 944.92%-963.8pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,143 | $3,274-65.1% | $3,009-62.0% | $4,740-75.9% |
| Participant deferral / active EE | $1,741 | $4,802-63.7% | $4,395-60.4% | $6,400-72.8% |
| Admin fee / account holder | $1 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |