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 | $25,257 | $95,862-73.7% | $79,550-68.2% | $134,475-81.2% |
| Participation rate | 35.7% | 75.0%-39.3pp | 69.5%-33.8pp | 81.2%-45.5pp |
| Annual return | -10.46% | -2.69%-7.8pp | 0.16%-10.6pp | 417.96%-428.4pp |
| Employer contribution / active EE | $1,713 | $3,128-45.2% | $2,413-29.0% | $4,740-63.9% |
| Participant deferral / active EE | $4,086 | $4,693-12.9% | $3,985+2.5% | $6,400-36.2% |
| Admin fee / account holder | $241 | $9,126-97.4% | $6,832-96.5% | $11,426-97.9% |