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 9-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 | $27,618 | $133,958-79.4% | $112,228-75.4% | $134,475-79.5% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -4.31% | 47.11%-51.4pp | 27.45%-31.8pp | 417.96%-422.3pp |
| Employer contribution / active EE | $1,849 | $4,038-54.2% | $3,635-49.1% | $4,740-61.0% |
| Participant deferral / active EE | $2,776 | $5,291-47.5% | $4,728-41.3% | $6,400-56.6% |
| Admin fee / account holder | $234 | $7,489-96.9% | $6,410-96.3% | $11,426-98.0% |