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 | $37,957 | $95,862-60.4% | $79,550-52.3% | $134,475-71.8% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -19.09% | -2.69%-16.4pp | 0.16%-19.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,724 | $3,128+51.0% | $2,413+95.8% | $4,740-0.3% |
| Participant deferral / active EE | $6,822 | $4,693+45.4% | $3,985+71.2% | $6,400+6.6% |
| Admin fee / account holder | $132 | $9,126-98.6% | $6,832-98.1% | $11,426-98.8% |