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 | $22,792 | $95,971-76.3% | $74,550-69.4% | $135,375-83.2% |
| Participation rate | 61.9% | 75.7%-13.7pp | 69.1%-7.2pp | 82.6%-20.7pp |
| Annual return | -8.81% | 56.96%-65.8pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,153 | $2,716-57.5% | $1,961-41.2% | $4,779-75.9% |
| Participant deferral / active EE | $2,571 | $3,843-33.1% | $3,108-17.3% | $5,609-54.2% |
| Admin fee / account holder | $127 | $6,522-98.1% | $5,060-97.5% | $10,827-98.8% |