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 | $13,773 | $133,958-89.7% | $112,228-87.7% | $134,475-89.8% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -18.36% | 47.11%-65.5pp | 27.45%-45.8pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,784 | $4,038-55.8% | $3,635-50.9% | $4,740-62.4% |
| Participant deferral / active EE | $2,640 | $5,291-50.1% | $4,728-44.2% | $6,400-58.8% |
| Admin fee / account holder | $155 | $7,489-97.9% | $6,410-97.6% | $11,426-98.6% |