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 | $28,616 | $133,958-78.6% | $112,228-74.5% | $134,475-78.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.14% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,385 | $4,038-40.9% | $3,635-34.4% | $4,740-49.7% |
| Participant deferral / active EE | $3,112 | $5,291-41.2% | $4,728-34.2% | $6,400-51.4% |
| Admin fee / account holder | $278 | $7,489-96.3% | $6,410-95.7% | $11,426-97.6% |