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 6-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 | $26,283 | $82,286-68.1% | $68,791-61.8% | $134,475-80.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -18.67% | -2.19%-16.5pp | -6.38%-12.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,270 | $3,301-31.2% | $2,655-14.5% | $4,740-52.1% |
| Participant deferral / active EE | $5,665 | $4,739+19.5% | $3,941+43.7% | $6,400-11.5% |
| Admin fee / account holder | $226 | $6,481-96.5% | $4,932-95.4% | $11,426-98.0% |