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 | $16,745 | $106,543-84.3% | $91,220-81.6% | $134,475-87.5% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -16.57% | 160.60%-177.2pp | 114.01%-130.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,546 | $3,331-53.6% | $2,850-45.8% | $4,740-67.4% |
| Participant deferral / active EE | $1,546 | $4,719-67.2% | $4,234-63.5% | $6,400-75.8% |
| Admin fee / account holder | $23 | $6,231-99.6% | $5,420-99.6% | $11,426-99.8% |