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 6-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 | $13,304 | $88,594-85.0% | $70,092-81.0% | $134,475-90.1% |
| Participation rate | 65.0% | 74.9%-9.9pp | 70.5%-5.5pp | 81.2%-16.2pp |
| Annual return | -17.45% | 442.67%-460.1pp | 190.73%-208.2pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,572 | $3,233-20.5% | $2,559+0.5% | $4,740-45.7% |
| Participant deferral / active EE | $2,741 | $4,772-42.6% | $3,849-28.8% | $6,400-57.2% |
| Admin fee / account holder | $145 | $10,441-98.6% | $6,267-97.7% | $11,426-98.7% |