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 | $15,498 | $73,867-79.0% | $143,757-89.2% | $68,494-77.4% |
| Participation rate | 22.2% | 66.7%-44.4pp | 80.3%-58.1pp | 67.9%-45.7pp |
| Annual return | -18.88% | 1.01%-19.9pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $852 | $3,184-73.3% | $4,951-82.8% | $2,596-67.2% |
| Participant deferral / active EE | $1,523 | $3,384-55.0% | $5,637-73.0% | $4,027-62.2% |
| Admin fee / account holder | $32 | $5,755-99.4% | $14,673-99.8% | $5,403-99.4% |