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 | $16,779 | $129,942-87.1% | $104,294-83.9% | $134,475-87.5% |
| Participation rate | 55.6% | 79.5%-24.0pp | 73.3%-17.7pp | 81.2%-25.7pp |
| Annual return | -17.90% | 42.03%-59.9pp | 24.61%-42.5pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,402 | $4,184-66.5% | $3,372-58.4% | $4,740-70.4% |
| Participant deferral / active EE | $1,727 | $5,588-69.1% | $4,625-62.7% | $6,400-73.0% |
| Admin fee / account holder | $128 | $9,323-98.6% | $7,339-98.3% | $11,426-98.9% |