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 | $58,623 | $167,484-65.0% | $151,611-61.3% | $134,475-56.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -9.12% | 7.80%-16.9pp | 3.33%-12.5pp | 417.96%-427.1pp |
| Employer contribution / active EE | $2,850 | $6,829-58.3% | $6,166-53.8% | $4,740-39.9% |
| Participant deferral / active EE | $4,763 | $8,986-47.0% | $8,363-43.1% | $6,400-25.6% |
| Admin fee / account holder | $86 | $13,783-99.4% | $11,616-99.3% | $11,426-99.2% |