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 10-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 | $36,259 | $167,307-78.3% | $143,757-74.8% | $134,475-73.0% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -17.78% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,297 | $5,619-76.9% | $4,951-73.8% | $4,740-72.6% |
| Participant deferral / active EE | $2,292 | $6,446-64.4% | $5,637-59.3% | $6,400-64.2% |
| Admin fee / account holder | $172 | $18,088-99.1% | $14,673-98.8% | $11,426-98.5% |