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 9-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 | $15,577 | $101,069-84.6% | $81,478-80.9% | $147,584-89.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,911 | $3,205-40.4% | $2,568-25.6% | $4,876-60.8% |
| Participant deferral / active EE | $3,291 | $4,242-22.4% | $3,537-6.9% | $5,439-39.5% |
| Admin fee / account holder | $79 | $5,812-98.6% | $4,561-98.3% | $10,885-99.3% |