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 4-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 | $24,747 | $138,044-82.1% | $125,339-80.3% | $134,475-81.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -15.41% | 750.33%-765.7pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,846 | $5,243-64.8% | $4,814-61.7% | $4,740-61.1% |
| Participant deferral / active EE | $6,094 | $7,799-21.9% | $7,446-18.2% | $6,400-4.8% |
| Admin fee / account holder | $102 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |