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 | $30,851 | $167,484-81.6% | $151,611-79.7% | $134,475-77.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -17.26% | 7.80%-25.1pp | 3.33%-20.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,515 | $6,829-33.9% | $6,166-26.8% | $4,740-4.7% |
| Participant deferral / active EE | $9,904 | $8,986+10.2% | $8,363+18.4% | $6,400+54.8% |
| Admin fee / account holder | $198 | $13,783-98.6% | $11,616-98.3% | $11,426-98.3% |