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 5-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 | $36,958 | $105,860-65.1% | $90,749-59.3% | $134,475-72.5% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -18.48% | -11.01%-7.5pp | -12.16%-6.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,164 | $3,462-37.5% | $2,921-25.9% | $4,740-54.3% |
| Participant deferral / active EE | $8,893 | $5,216+70.5% | $4,564+94.9% | $6,400+39.0% |
| Admin fee / account holder | $248 | $13,938-98.2% | $8,445-97.1% | $11,426-97.8% |