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 | $51,041 | $133,958-61.9% | $112,228-54.5% | $134,475-62.0% |
| Participation rate | 31.8% | 78.6%-46.7pp | 75.1%-43.2pp | 81.2%-49.4pp |
| Annual return | -0.17% | 47.11%-47.3pp | 27.45%-27.6pp | 417.96%-418.1pp |
| Employer contribution / active EE | $1,207 | $4,038-70.1% | $3,635-66.8% | $4,740-74.5% |
| Participant deferral / active EE | $2,526 | $5,291-52.3% | $4,728-46.6% | $6,400-60.5% |
| Admin fee / account holder | $122 | $7,489-98.4% | $6,410-98.1% | $11,426-98.9% |