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 | $23,108 | $59,805-61.4% | $79,550-71.0% | $68,494-66.3% |
| Participation rate | 48.1% | 61.1%-12.9pp | 69.5%-21.3pp | 67.9%-19.7pp |
| Annual return | -16.80% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,581 | $1,505+5.0% | $2,413-34.5% | $2,596-39.1% |
| Participant deferral / active EE | $2,415 | $3,024-20.1% | $3,985-39.4% | $4,027-40.0% |
| Admin fee / account holder | $92 | $4,835-98.1% | $6,832-98.6% | $5,403-98.3% |