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 5-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 | $27,207 | $142,344-80.9% | $119,609-77.3% | $134,475-79.8% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -17.18% | -12.44%-4.7pp | -14.97%-2.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,161 | $5,222-77.8% | $4,232-72.6% | $4,740-75.5% |
| Participant deferral / active EE | $4,552 | $6,469-29.6% | $5,602-18.7% | $6,400-28.9% |
| Admin fee / account holder | $273 | $13,584-98.0% | $10,323-97.4% | $11,426-97.6% |