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 | $39,008 | $73,867-47.2% | $143,757-72.9% | $68,494-43.0% |
| Participation rate | 65.5% | 66.7%-1.1pp | 80.3%-14.8pp | 67.9%-2.4pp |
| Annual return | -18.49% | 1.01%-19.5pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,151 | $3,184-63.9% | $4,951-76.8% | $2,596-55.7% |
| Participant deferral / active EE | $2,741 | $3,384-19.0% | $5,637-51.4% | $4,027-31.9% |
| Admin fee / account holder | $235 | $5,755-95.9% | $14,673-98.4% | $5,403-95.6% |