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 8-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 | $60,193 | $167,484-64.1% | $151,611-60.3% | $134,475-55.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -19.15% | 7.80%-26.9pp | 3.33%-22.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,895 | $6,829-72.3% | $6,166-69.3% | $4,740-60.0% |
| Participant deferral / active EE | $7,500 | $8,986-16.5% | $8,363-10.3% | $6,400+17.2% |
| Admin fee / account holder | $35 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |