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 | $29,041 | $142,344-79.6% | $119,609-75.7% | $134,475-78.4% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -15.40% | -12.44%-3.0pp | -14.97%-0.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,061 | $5,222-60.5% | $4,232-51.3% | $4,740-56.5% |
| Participant deferral / active EE | $6,416 | $6,469-0.8% | $5,602+14.5% | $6,400+0.3% |
| Admin fee / account holder | $286 | $13,584-97.9% | $10,323-97.2% | $11,426-97.5% |