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 | $32,694 | $138,044-76.3% | $125,339-73.9% | $134,475-75.7% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -17.72% | 750.33%-768.0pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,471 | $5,243-71.9% | $4,814-69.4% | $4,740-69.0% |
| Participant deferral / active EE | $3,678 | $7,799-52.8% | $7,446-50.6% | $6,400-42.5% |
| Admin fee / account holder | $176 | $11,571-98.5% | $10,010-98.2% | $11,426-98.5% |