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 | $108,683 | $64,707+68.0% | $112,228-3.2% | $68,494+58.7% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -16.22% | -11.40%-4.8pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,192 | $2,746-20.2% | $3,635-39.7% | $2,596-15.6% |
| Participant deferral / active EE | $5,393 | $3,565+51.3% | $4,728+14.1% | $4,027+33.9% |
| Admin fee / account holder | $71 | $5,232-98.6% | $6,410-98.9% | $5,403-98.7% |