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 | $56,423 | $133,958-57.9% | $112,228-49.7% | $134,475-58.0% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -19.34% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,442 | $4,038-64.3% | $3,635-60.3% | $4,740-69.6% |
| Participant deferral / active EE | $3,191 | $5,291-39.7% | $4,728-32.5% | $6,400-50.1% |
| Admin fee / account holder | $266 | $7,489-96.4% | $6,410-95.8% | $11,426-97.7% |