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 | $15,423 | $73,867-79.1% | $143,757-89.3% | $68,494-77.5% |
| Participation rate | 60.2% | 66.7%-6.4pp | 80.3%-20.1pp | 67.9%-7.7pp |
| Annual return | -18.66% | 1.01%-19.7pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,682 | $3,184-47.2% | $4,951-66.0% | $2,596-35.2% |
| Participant deferral / active EE | $3,904 | $3,384+15.4% | $5,637-30.7% | $4,027-3.1% |
| Admin fee / account holder | $218 | $5,755-96.2% | $14,673-98.5% | $5,403-96.0% |