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 | $19,898 | $73,867-73.1% | $143,757-86.2% | $68,494-70.9% |
| Participation rate | 69.2% | 66.7%+2.6pp | 80.3%-11.1pp | 67.9%+1.3pp |
| Annual return | -10.75% | 1.01%-11.8pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $1,696 | $3,184-46.7% | $4,951-65.7% | $2,596-34.7% |
| Participant deferral / active EE | $2,081 | $3,384-38.5% | $5,637-63.1% | $4,027-48.3% |
| Admin fee / account holder | $3 | $5,755-100.0% | $14,673-100.0% | $5,403-99.9% |