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 8-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 | $62,498 | $105,860-41.0% | $90,749-31.1% | $134,475-53.5% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | 22.21% | -11.01%+33.2pp | -12.16%+34.4pp | 417.96%-395.8pp |
| Employer contribution / active EE | $1,624 | $3,462-53.1% | $2,921-44.4% | $4,740-65.7% |
| Participant deferral / active EE | $2,186 | $5,216-58.1% | $4,564-52.1% | $6,400-65.8% |
| Admin fee / account holder | $55 | $13,938-99.6% | $8,445-99.3% | $11,426-99.5% |