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 | $31,373 | $167,307-81.2% | $143,757-78.2% | $134,475-76.7% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -18.09% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,579 | $5,619-54.1% | $4,951-47.9% | $4,740-45.6% |
| Participant deferral / active EE | $3,897 | $6,446-39.5% | $5,637-30.9% | $6,400-39.1% |
| Admin fee / account holder | $96 | $18,088-99.5% | $14,673-99.3% | $11,426-99.2% |