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 | $11,914 | $95,862-87.6% | $79,550-85.0% | $134,475-91.1% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -19.97% | -2.69%-17.3pp | 0.16%-20.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,307 | $3,128-58.2% | $2,413-45.8% | $4,740-72.4% |
| Participant deferral / active EE | $3,090 | $4,693-34.1% | $3,985-22.5% | $6,400-51.7% |
| Admin fee / account holder | $206 | $9,126-97.7% | $6,832-97.0% | $11,426-98.2% |