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 7-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 | $26,957 | $129,942-79.3% | $104,294-74.2% | $134,475-80.0% |
| Participation rate | 55.6% | 79.5%-24.0pp | 73.3%-17.7pp | 81.2%-25.7pp |
| Annual return | -19.36% | 42.03%-61.4pp | 24.61%-44.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,445 | $4,184-65.5% | $3,372-57.2% | $4,740-69.5% |
| Participant deferral / active EE | $2,413 | $5,588-56.8% | $4,625-47.8% | $6,400-62.3% |
| Admin fee / account holder | $160 | $9,323-98.3% | $7,339-97.8% | $11,426-98.6% |