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 | $63,062 | $100,754-37.4% | $86,677-27.2% | $134,475-53.1% |
| Participation rate | 20.0% | 78.9%-58.9pp | 76.6%-56.6pp | 81.2%-61.2pp |
| Annual return | -19.17% | 29.04%-48.2pp | 35.91%-55.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,330 | $3,489-33.2% | $2,836-17.9% | $4,740-50.8% |
| Participant deferral / active EE | $3,091 | $5,338-42.1% | $4,656-33.6% | $6,400-51.7% |
| Admin fee / account holder | $274 | $10,926-97.5% | $7,493-96.3% | $11,426-97.6% |