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 5-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 | $60,427 | $152,509-60.4% | $117,472-48.6% | $134,475-55.1% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -18.70% | 52.99%-71.7pp | 29.74%-48.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,625 | $5,571-52.9% | $4,176-37.1% | $4,740-44.6% |
| Participant deferral / active EE | $8,750 | $4,818+81.6% | $4,070+115.0% | $6,400+36.7% |
| Admin fee / account holder | $42 | $7,004-99.4% | $5,645-99.3% | $11,426-99.6% |