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 | $20,698 | $106,543-80.6% | $91,220-77.3% | $134,475-84.6% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -19.04% | 160.60%-179.6pp | 114.01%-133.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $710 | $3,331-78.7% | $2,850-75.1% | $4,740-85.0% |
| Participant deferral / active EE | $1,246 | $4,719-73.6% | $4,234-70.6% | $6,400-80.5% |
| Admin fee / account holder | $112 | $6,231-98.2% | $5,420-97.9% | $11,426-99.0% |