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 | $46,433 | $167,307-72.2% | $143,757-67.7% | $134,475-65.5% |
| Participation rate | 41.7% | 84.8%-43.1pp | 80.3%-38.6pp | 81.2%-39.6pp |
| Annual return | -16.53% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,344 | $5,619-76.1% | $4,951-72.8% | $4,740-71.6% |
| Participant deferral / active EE | $5,448 | $6,446-15.5% | $5,637-3.3% | $6,400-14.9% |
| Admin fee / account holder | $61 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |