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 5-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 | $14,298 | $133,958-89.3% | $112,228-87.3% | $134,475-89.4% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.1%-6.3pp | 81.2%-12.5pp |
| Annual return | -20.31% | 47.11%-67.4pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $837 | $4,038-79.3% | $3,635-77.0% | $4,740-82.3% |
| Participant deferral / active EE | $4,578 | $5,291-13.5% | $4,728-3.2% | $6,400-28.5% |
| Admin fee / account holder | $252 | $7,489-96.6% | $6,410-96.1% | $11,426-97.8% |