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 9-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 | $19,987 | $142,344-86.0% | $119,609-83.3% | $134,475-85.1% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -18.48% | -12.44%-6.0pp | -14.97%-3.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,335 | $5,222-36.1% | $4,232-21.2% | $4,740-29.6% |
| Participant deferral / active EE | $3,335 | $6,469-48.4% | $5,602-40.5% | $6,400-47.9% |
| Admin fee / account holder | $177 | $13,584-98.7% | $10,323-98.3% | $11,426-98.5% |