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 | $31,122 | $138,044-77.5% | $125,339-75.2% | $134,475-76.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.82% | 750.33%-770.1pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,334 | $5,243-74.6% | $4,814-72.3% | $4,740-71.8% |
| Participant deferral / active EE | $3,524 | $7,799-54.8% | $7,446-52.7% | $6,400-44.9% |
| Admin fee / account holder | $146 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |