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 | $18,491 | $76,000-75.7% | $154,107-88.0% | $64,186-71.2% |
| Participation rate | 49.1% | 70.4%-21.4pp | 83.0%-34.0pp | 69.6%-20.5pp |
| Annual return | -4.98% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $564 | $3,351-83.2% | $5,298-89.4% | $2,381-76.3% |
| Participant deferral / active EE | $1,745 | $3,175-45.0% | $5,081-65.6% | $3,470-49.7% |
| Admin fee / account holder | $184 | $5,596-96.7% | $13,411-98.6% | $4,888-96.2% |