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 | $20,057 | $93,024-78.4% | $77,024-74.0% | $134,475-85.1% |
| Participation rate | 64.7% | 74.5%-9.8pp | 67.9%-3.2pp | 81.2%-16.5pp |
| Annual return | -20.83% | 62.60%-83.4pp | 42.32%-63.1pp | 417.96%-438.8pp |
| Employer contribution / active EE | $880 | $3,418-74.3% | $2,812-68.7% | $4,740-81.4% |
| Participant deferral / active EE | $4,094 | $5,238-21.8% | $4,426-7.5% | $6,400-36.0% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |