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 | $21,960 | $167,307-86.9% | $143,757-84.7% | $134,475-83.7% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -19.23% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,761 | $5,619-68.7% | $4,951-64.4% | $4,740-62.8% |
| Participant deferral / active EE | $3,510 | $6,446-45.6% | $5,637-37.7% | $6,400-45.2% |
| Admin fee / account holder | $172 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |