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 3-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 | $19,335 | $95,862-79.8% | $79,550-75.7% | $134,475-85.6% |
| Participation rate | 61.5% | 75.0%-13.5pp | 69.5%-7.9pp | 81.2%-19.7pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,396 | $3,128-23.4% | $2,413-0.7% | $4,740-49.5% |
| Participant deferral / active EE | $5,673 | $4,693+20.9% | $3,985+42.4% | $6,400-11.4% |
| Admin fee / account holder | $113 | $9,126-98.8% | $6,832-98.3% | $11,426-99.0% |