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 7-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 | $56,908 | $67,331-15.5% | $60,874-6.5% | $134,475-57.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -18.73% | 49.93%-68.7pp | 16.90%-35.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,700 | $3,096-12.8% | $2,701-0.1% | $4,740-43.0% |
| Participant deferral / active EE | $6,750 | $4,538+48.7% | $3,817+76.9% | $6,400+5.5% |
| Admin fee / account holder | $80 | $4,582-98.3% | $3,224-97.5% | $11,426-99.3% |