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 8-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 | $20,990 | $97,044-78.4% | $83,333-74.8% | $135,375-84.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -7.42% | 12.31%-19.7pp | 10.63%-18.1pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,261 | $4,143-21.3% | $3,379-3.5% | $4,779-31.8% |
| Participant deferral / active EE | $6,056 | $5,964+1.5% | $5,565+8.8% | $5,609+8.0% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |