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 | $33,694 | $133,958-74.8% | $112,228-70.0% | $134,475-74.9% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -15.36% | 47.11%-62.5pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,169 | $4,038-46.3% | $3,635-40.3% | $4,740-54.2% |
| Participant deferral / active EE | $6,793 | $5,291+28.4% | $4,728+43.7% | $6,400+6.1% |
| Admin fee / account holder | $55 | $7,489-99.3% | $6,410-99.1% | $11,426-99.5% |