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 | $16,612 | $73,867-77.5% | $143,757-88.4% | $68,494-75.7% |
| Participation rate | 37.9% | 66.7%-28.7pp | 80.3%-42.4pp | 67.9%-30.0pp |
| Annual return | -18.58% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $618 | $3,184-80.6% | $4,951-87.5% | $2,596-76.2% |
| Participant deferral / active EE | $1,688 | $3,384-50.1% | $5,637-70.1% | $4,027-58.1% |
| Admin fee / account holder | $88 | $5,755-98.5% | $14,673-99.4% | $5,403-98.4% |