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 | $13,602 | $88,594-84.6% | $70,092-80.6% | $134,475-89.9% |
| Participation rate | 62.5% | 74.9%-12.4pp | 70.5%-8.0pp | 81.2%-18.7pp |
| Annual return | -20.22% | 442.67%-462.9pp | 190.73%-211.0pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,229 | $3,233-0.1% | $2,559+26.2% | $4,740-31.9% |
| Participant deferral / active EE | $3,229 | $4,772-32.3% | $3,849-16.1% | $6,400-49.5% |
| Admin fee / account holder | $222 | $10,441-97.9% | $6,267-96.5% | $11,426-98.1% |