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 | $17,137 | $54,350-68.5% | $82,719-79.3% | $68,494-75.0% |
| Participation rate | 63.0% | 63.9%-1.0pp | 72.6%-9.6pp | 67.9%-4.9pp |
| Annual return | -18.80% | -13.67%-5.1pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,488 | $2,218-32.9% | $3,009-50.5% | $2,596-42.7% |
| Participant deferral / active EE | $2,941 | $3,246-9.4% | $4,395-33.1% | $4,027-27.0% |
| Admin fee / account holder | $266 | $4,395-93.9% | $5,329-95.0% | $5,403-95.1% |