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 | $54,995 | $142,344-61.4% | $119,609-54.0% | $134,475-59.1% |
| Participation rate | 58.3% | 82.8%-24.5pp | 79.3%-20.9pp | 81.2%-22.9pp |
| Annual return | -18.42% | -12.44%-6.0pp | -14.97%-3.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,089 | $5,222-60.0% | $4,232-50.6% | $4,740-55.9% |
| Participant deferral / active EE | $3,700 | $6,469-42.8% | $5,602-34.0% | $6,400-42.2% |
| Admin fee / account holder | $125 | $13,584-99.1% | $10,323-98.8% | $11,426-98.9% |