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 | $20,523 | $133,958-84.7% | $112,228-81.7% | $134,475-84.7% |
| Participation rate | 38.9% | 78.6%-39.7pp | 75.1%-36.2pp | 81.2%-42.3pp |
| Annual return | -19.72% | 47.11%-66.8pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,688 | $4,038-58.2% | $3,635-53.6% | $4,740-64.4% |
| Participant deferral / active EE | $2,441 | $5,291-53.9% | $4,728-48.4% | $6,400-61.9% |
| Admin fee / account holder | $44 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |