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 | $26,685 | $133,958-80.1% | $112,228-76.2% | $134,475-80.2% |
| Participation rate | 47.8% | 78.6%-30.7pp | 75.1%-27.2pp | 81.2%-33.4pp |
| Annual return | -10.17% | 47.11%-57.3pp | 27.45%-37.6pp | 417.96%-428.1pp |
| Employer contribution / active EE | $1,570 | $4,038-61.1% | $3,635-56.8% | $4,740-66.9% |
| Participant deferral / active EE | $4,165 | $5,291-21.3% | $4,728-11.9% | $6,400-34.9% |
| Admin fee / account holder | $18 | $7,489-99.8% | $6,410-99.7% | $11,426-99.8% |