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 | $29,548 | $152,509-80.6% | $117,472-74.8% | $134,475-78.0% |
| Participation rate | 34.8% | 77.1%-42.3pp | 70.6%-35.8pp | 81.2%-46.4pp |
| Annual return | -18.74% | 52.99%-71.7pp | 29.74%-48.5pp | 417.96%-436.7pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,067 | $4,818-57.1% | $4,070-49.2% | $6,400-67.7% |
| Admin fee / account holder | $136 | $7,004-98.1% | $5,645-97.6% | $11,426-98.8% |