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 10-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 | $38,144 | $67,331-43.3% | $60,874-37.3% | $134,475-71.6% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.1%-10.6pp | 81.2%-18.7pp |
| Annual return | -13.11% | 49.93%-63.0pp | 16.90%-30.0pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,640 | $3,096-14.7% | $2,701-2.3% | $4,740-44.3% |
| Participant deferral / active EE | $2,707 | $4,538-40.4% | $3,817-29.1% | $6,400-57.7% |
| Admin fee / account holder | $273 | $4,582-94.1% | $3,224-91.5% | $11,426-97.6% |