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 5-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 | $38,440 | $133,958-71.3% | $112,228-65.7% | $134,475-71.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.30% | 47.11%-67.4pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,396 | $4,038-65.4% | $3,635-61.6% | $4,740-70.6% |
| Participant deferral / active EE | $5,601 | $5,291+5.9% | $4,728+18.5% | $6,400-12.5% |
| Admin fee / account holder | $213 | $7,489-97.2% | $6,410-96.7% | $11,426-98.1% |