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 | $11,086 | $92,703-88.0% | $82,719-86.6% | $134,475-91.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -19.30% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,033 | $3,274-68.4% | $3,009-65.7% | $4,740-78.2% |
| Participant deferral / active EE | $1,739 | $4,802-63.8% | $4,395-60.4% | $6,400-72.8% |
| Admin fee / account holder | $218 | $5,983-96.3% | $5,329-95.9% | $11,426-98.1% |