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 | $43,116 | $93,024-53.7% | $77,024-44.0% | $134,475-67.9% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -20.84% | 62.60%-83.4pp | 42.32%-63.2pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,251 | $3,418-63.4% | $2,812-55.5% | $4,740-73.6% |
| Participant deferral / active EE | $6,500 | $5,238+24.1% | $4,426+46.8% | $6,400+1.6% |
| Admin fee / account holder | $219 | $6,944-96.9% | $5,425-96.0% | $11,426-98.1% |