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 | $28,451 | $167,484-83.0% | $151,611-81.2% | $134,475-78.8% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.5%-43.1pp | 81.2%-36.8pp |
| Annual return | -14.74% | 7.80%-22.5pp | 3.33%-18.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,382 | $6,829-65.1% | $6,166-61.4% | $4,740-49.7% |
| Participant deferral / active EE | $4,038 | $8,986-55.1% | $8,363-51.7% | $6,400-36.9% |
| Admin fee / account holder | $124 | $13,783-99.1% | $11,616-98.9% | $11,426-98.9% |