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 | $22,536 | $64,707-65.2% | $112,228-79.9% | $68,494-67.1% |
| Participation rate | 33.3% | 67.2%-33.8pp | 75.1%-41.7pp | 67.9%-34.6pp |
| Annual return | -14.96% | -11.40%-3.6pp | 27.45%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,331 | $2,746-51.5% | $3,635-63.4% | $2,596-48.7% |
| Participant deferral / active EE | $3,739 | $3,565+4.9% | $4,728-20.9% | $4,027-7.2% |
| Admin fee / account holder | $213 | $5,232-95.9% | $6,410-96.7% | $5,403-96.1% |