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 | $64,703 | $106,543-39.3% | $91,220-29.1% | $134,475-51.9% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -15.67% | 160.60%-176.3pp | 114.01%-129.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,325 | $3,331-60.2% | $2,850-53.5% | $4,740-72.1% |
| Participant deferral / active EE | $1,346 | $4,719-71.5% | $4,234-68.2% | $6,400-79.0% |
| Admin fee / account holder | $269 | $6,231-95.7% | $5,420-95.0% | $11,426-97.7% |