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 | $52,466 | $167,307-68.6% | $143,757-63.5% | $134,475-61.0% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -12.89% | 0.46%-13.4pp | -0.04%-12.8pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,659 | $5,619-70.5% | $4,951-66.5% | $4,740-65.0% |
| Participant deferral / active EE | $4,252 | $6,446-34.0% | $5,637-24.6% | $6,400-33.6% |
| Admin fee / account holder | $250 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |