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 | $53,467 | $167,307-68.0% | $143,757-62.8% | $134,475-60.2% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -13.75% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,282 | $5,619-77.2% | $4,951-74.1% | $4,740-73.0% |
| Participant deferral / active EE | $2,500 | $6,446-61.2% | $5,637-55.7% | $6,400-60.9% |
| Admin fee / account holder | $283 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |