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 | $31,563 | $95,193-66.8% | $76,523-58.8% | $135,375-76.7% |
| Participation rate | 61.1% | 74.4%-13.3pp | 68.0%-6.9pp | 82.6%-21.5pp |
| Annual return | -8.55% | 4.85%-13.4pp | -0.27%-8.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,219 | $3,302-63.1% | $2,647-54.0% | $4,779-74.5% |
| Participant deferral / active EE | $3,272 | $4,639-29.5% | $3,835-14.7% | $5,609-41.7% |
| Admin fee / account holder | $106 | $6,249-98.3% | $4,848-97.8% | $10,827-99.0% |