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 | $46,307 | $167,307-72.3% | $143,757-67.8% | $134,475-65.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.85% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,350 | $5,619-58.2% | $4,951-52.5% | $4,740-50.4% |
| Participant deferral / active EE | $7,121 | $6,446+10.5% | $5,637+26.3% | $6,400+11.3% |
| Admin fee / account holder | $243 | $18,088-98.7% | $14,673-98.3% | $11,426-97.9% |