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 | $25,932 | $113,935-77.2% | $94,224-72.5% | $125,391-79.3% |
| Participation rate | 57.1% | 82.9%-25.7pp | 78.8%-21.6pp | 83.2%-26.0pp |
| Annual return | -2.21% | 5.29%-7.5pp | 10.68%-12.9pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,390 | $4,727-70.6% | $3,587-61.3% | $4,866-71.4% |
| Participant deferral / active EE | $3,884 | $5,179-25.0% | $4,320-10.1% | $5,352-27.4% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |