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 | $28,436 | $167,484-83.0% | $151,611-81.2% | $134,475-78.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -20.06% | 7.80%-27.9pp | 3.33%-23.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,568 | $6,829-77.0% | $6,166-74.6% | $4,740-66.9% |
| Participant deferral / active EE | $7,518 | $8,986-16.3% | $8,363-10.1% | $6,400+17.5% |
| Admin fee / account holder | $210 | $13,783-98.5% | $11,616-98.2% | $11,426-98.2% |