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 | $12,719 | $54,229-76.5% | $70,092-81.9% | $68,494-81.4% |
| Participation rate | 36.7% | 64.5%-27.8pp | 70.5%-33.8pp | 67.9%-31.2pp |
| Annual return | -9.39% | -13.87%+4.5pp | 190.73%-200.1pp | -7.84%-1.5pp |
| Employer contribution / active EE | $639 | $2,018-68.3% | $2,559-75.0% | $2,596-75.4% |
| Participant deferral / active EE | $1,158 | $2,956-60.8% | $3,849-69.9% | $4,027-71.2% |
| Admin fee / account holder | $286 | $4,694-93.9% | $6,267-95.4% | $5,403-94.7% |