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 8-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 | $56,307 | $167,307-66.3% | $143,757-60.8% | $134,475-58.1% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -15.19% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,929 | $5,619-65.7% | $4,951-61.0% | $4,740-59.3% |
| Participant deferral / active EE | $6,767 | $6,446+5.0% | $5,637+20.0% | $6,400+5.7% |
| Admin fee / account holder | $245 | $18,088-98.6% | $14,673-98.3% | $11,426-97.9% |