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 | $18,542 | $73,867-74.9% | $143,757-87.1% | $68,494-72.9% |
| Participation rate | 61.1% | 66.7%-5.5pp | 80.3%-19.2pp | 67.9%-6.8pp |
| Annual return | -18.87% | 1.01%-19.9pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,881 | $3,184-40.9% | $4,951-62.0% | $2,596-27.6% |
| Participant deferral / active EE | $3,585 | $3,384+5.9% | $5,637-36.4% | $4,027-11.0% |
| Admin fee / account holder | $165 | $5,755-97.1% | $14,673-98.9% | $5,403-96.9% |