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 9-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 | $11,870 | $85,790-86.2% | $67,313-82.4% | $135,375-91.2% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | 7.88% | -0.54%+8.4pp | -4.08%+12.0pp | 519.73%-511.9pp |
| Employer contribution / active EE | $1,295 | $3,487-62.9% | $2,566-49.5% | $4,779-72.9% |
| Participant deferral / active EE | $2,220 | $4,651-52.3% | $3,568-37.8% | $5,609-60.4% |
| Admin fee / account holder | $155 | $6,392-97.6% | $4,507-96.6% | $10,827-98.6% |