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 | $24,623 | $95,862-74.3% | $79,550-69.0% | $134,475-81.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -8.54% | -2.69%-5.9pp | 0.16%-8.7pp | 417.96%-426.5pp |
| Employer contribution / active EE | $6,399 | $3,128+104.6% | $2,413+165.2% | $4,740+35.0% |
| Participant deferral / active EE | $6,897 | $4,693+47.0% | $3,985+73.1% | $6,400+7.8% |
| Admin fee / account holder | $44 | $9,126-99.5% | $6,832-99.4% | $11,426-99.6% |