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 | $29,510 | $106,543-72.3% | $91,220-67.6% | $134,475-78.1% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -17.52% | 160.60%-178.1pp | 114.01%-131.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $578 | $3,331-82.7% | $2,850-79.7% | $4,740-87.8% |
| Participant deferral / active EE | $1,875 | $4,719-60.3% | $4,234-55.7% | $6,400-70.7% |
| Admin fee / account holder | $152 | $6,231-97.6% | $5,420-97.2% | $11,426-98.7% |