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 | $45,081 | $167,484-73.1% | $151,611-70.3% | $134,475-66.5% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.5%-43.1pp | 81.2%-36.8pp |
| Annual return | -18.86% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,328 | $6,829-65.9% | $6,166-62.2% | $4,740-50.9% |
| Participant deferral / active EE | $3,972 | $8,986-55.8% | $8,363-52.5% | $6,400-37.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |