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 | $38,479 | $167,307-77.0% | $143,757-73.2% | $134,475-71.4% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -15.07% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $5,563 | $5,619-1.0% | $4,951+12.4% | $4,740+17.4% |
| Participant deferral / active EE | $4,844 | $6,446-24.8% | $5,637-14.1% | $6,400-24.3% |
| Admin fee / account holder | $148 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |