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 7-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 | $22,555 | $138,044-83.7% | $125,339-82.0% | $134,475-83.2% |
| Participation rate | 53.8% | 84.5%-30.6pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -11.89% | 750.33%-762.2pp | 572.05%-583.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $989 | $5,243-81.1% | $4,814-79.4% | $4,740-79.1% |
| Participant deferral / active EE | $3,127 | $7,799-59.9% | $7,446-58.0% | $6,400-51.1% |
| Admin fee / account holder | $34 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |