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 | $30,413 | $61,774-50.8% | $97,226-68.7% | $80,856-62.4% |
| Participation rate | 53.4% | 63.5%-10.1pp | 72.7%-19.3pp | 67.6%-14.2pp |
| Annual return | 16.90% | -557.90%+574.8pp | 75.13%-58.2pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,652 | $1,837-10.0% | $2,729-39.4% | $2,755-40.0% |
| Participant deferral / active EE | $2,883 | $3,029-4.8% | $4,264-32.4% | $4,296-32.9% |
| Admin fee / account holder | $124 | $5,166-97.6% | $5,654-97.8% | $6,918-98.2% |