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 10-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 | $11,540 | $67,331-82.9% | $60,874-81.0% | $134,475-91.4% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.1%-11.2pp | 81.2%-19.3pp |
| Annual return | -18.57% | 49.93%-68.5pp | 16.90%-35.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,483 | $4,538-67.3% | $3,817-61.1% | $6,400-76.8% |
| Admin fee / account holder | $157 | $4,582-96.6% | $3,224-95.1% | $11,426-98.6% |