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 | $20,250 | $133,958-84.9% | $112,228-82.0% | $134,475-84.9% |
| Participation rate | 59.1% | 78.6%-19.5pp | 75.1%-16.0pp | 81.2%-22.1pp |
| Annual return | -15.84% | 47.11%-63.0pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,567 | $4,038-61.2% | $3,635-56.9% | $4,740-66.9% |
| Participant deferral / active EE | $1,911 | $5,291-63.9% | $4,728-59.6% | $6,400-70.1% |
| Admin fee / account holder | $126 | $7,489-98.3% | $6,410-98.0% | $11,426-98.9% |