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 9-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 | $13,514 | $76,000-82.2% | $154,107-91.2% | $64,186-78.9% |
| Participation rate | 69.0% | 70.4%-1.5pp | 83.0%-14.1pp | 69.6%-0.6pp |
| Annual return | -5.34% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $665 | $3,351-80.2% | $5,298-87.5% | $2,381-72.1% |
| Participant deferral / active EE | $1,476 | $3,175-53.5% | $5,081-70.9% | $3,470-57.5% |
| Admin fee / account holder | $185 | $5,596-96.7% | $13,411-98.6% | $4,888-96.2% |