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 | $80,360 | $100,754-20.2% | $86,677-7.3% | $134,475-40.2% |
| Participation rate | 62.5% | 78.9%-16.4pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -6.77% | 29.04%-35.8pp | 35.91%-42.7pp | 417.96%-424.7pp |
| Employer contribution / active EE | $1,347 | $3,489-61.4% | $2,836-52.5% | $4,740-71.6% |
| Participant deferral / active EE | $3,466 | $5,338-35.1% | $4,656-25.6% | $6,400-45.8% |
| Admin fee / account holder | $178 | $10,926-98.4% | $7,493-97.6% | $11,426-98.4% |