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 7-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 | $38,820 | $167,307-76.8% | $143,757-73.0% | $134,475-71.1% |
| Participation rate | 36.4% | 84.8%-48.4pp | 80.3%-43.9pp | 81.2%-44.9pp |
| Annual return | -16.90% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,331 | $5,619-76.3% | $4,951-73.1% | $4,740-71.9% |
| Participant deferral / active EE | $7,602 | $6,446+17.9% | $5,637+34.9% | $6,400+18.8% |
| Admin fee / account holder | $6 | $18,088-100.0% | $14,673-100.0% | $11,426-99.9% |