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 | $51,324 | $133,958-61.7% | $112,228-54.3% | $134,475-61.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -14.68% | 47.11%-61.8pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,699 | $4,038-57.9% | $3,635-53.3% | $4,740-64.2% |
| Participant deferral / active EE | $1,926 | $5,291-63.6% | $4,728-59.3% | $6,400-69.9% |
| Admin fee / account holder | $125 | $7,489-98.3% | $6,410-98.0% | $11,426-98.9% |