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 10-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 | $24,879 | $133,958-81.4% | $112,228-77.8% | $134,475-81.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -14.80% | 47.11%-61.9pp | 27.45%-42.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,269 | $4,038-68.6% | $3,635-65.1% | $4,740-73.2% |
| Participant deferral / active EE | $7,606 | $5,291+43.8% | $4,728+60.9% | $6,400+18.9% |
| Admin fee / account holder | $133 | $7,489-98.2% | $6,410-97.9% | $11,426-98.8% |