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 | $46,547 | $133,958-65.3% | $112,228-58.5% | $134,475-65.4% |
| Participation rate | 23.1% | 78.6%-55.5pp | 75.1%-52.0pp | 81.2%-58.1pp |
| Annual return | -19.61% | 47.11%-66.7pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,251 | $4,038-69.0% | $3,635-65.6% | $4,740-73.6% |
| Participant deferral / active EE | $3,403 | $5,291-35.7% | $4,728-28.0% | $6,400-46.8% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |