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 | $18,809 | $167,307-88.8% | $143,757-86.9% | $134,475-86.0% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -19.94% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,426 | $5,619-74.6% | $4,951-71.2% | $4,740-69.9% |
| Participant deferral / active EE | $3,879 | $6,446-39.8% | $5,637-31.2% | $6,400-39.4% |
| Admin fee / account holder | $89 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |