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 | $83,323 | $133,958-37.8% | $112,228-25.8% | $134,475-38.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -13.31% | 47.11%-60.4pp | 27.45%-40.8pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,163 | $4,038-71.2% | $3,635-68.0% | $4,740-75.5% |
| Participant deferral / active EE | $4,969 | $5,291-6.1% | $4,728+5.1% | $6,400-22.4% |
| Admin fee / account holder | $45 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |