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 4-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 | $12,169 | $152,509-92.0% | $117,472-89.6% | $134,475-91.0% |
| Participation rate | 62.5% | 77.1%-14.6pp | 70.6%-8.1pp | 81.2%-18.7pp |
| Annual return | -19.99% | 52.99%-73.0pp | 29.74%-49.7pp | 417.96%-438.0pp |
| Employer contribution / active EE | $593 | $5,571-89.4% | $4,176-85.8% | $4,740-87.5% |
| Participant deferral / active EE | $654 | $4,818-86.4% | $4,070-83.9% | $6,400-89.8% |
| Admin fee / account holder | $199 | $7,004-97.2% | $5,645-96.5% | $11,426-98.3% |