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 7-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 | $81,554 | $82,286-0.9% | $68,791+18.6% | $134,475-39.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -16.22% | -2.19%-14.0pp | -6.38%-9.8pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,370 | $3,301+32.4% | $2,655+64.6% | $4,740-7.8% |
| Participant deferral / active EE | $7,995 | $4,739+68.7% | $3,941+102.9% | $6,400+24.9% |
| Admin fee / account holder | $13 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |