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 | $29,000 | $106,543-72.8% | $91,220-68.2% | $134,475-78.4% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -18.20% | 160.60%-178.8pp | 114.01%-132.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,719 | $3,331-18.4% | $2,850-4.6% | $4,740-42.6% |
| Participant deferral / active EE | $8,298 | $4,719+75.8% | $4,234+96.0% | $6,400+29.7% |
| Admin fee / account holder | $50 | $6,231-99.2% | $5,420-99.1% | $11,426-99.6% |