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 6-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 | $12,594 | $106,543-88.2% | $91,220-86.2% | $134,475-90.6% |
| Participation rate | 52.2% | 76.8%-24.6pp | 73.2%-21.0pp | 81.2%-29.0pp |
| Annual return | -6.18% | 160.60%-166.8pp | 114.01%-120.2pp | 417.96%-424.1pp |
| Employer contribution / active EE | $851 | $3,331-74.4% | $2,850-70.1% | $4,740-82.0% |
| Participant deferral / active EE | $2,878 | $4,719-39.0% | $4,234-32.0% | $6,400-55.0% |
| Admin fee / account holder | $255 | $6,231-95.9% | $5,420-95.3% | $11,426-97.8% |