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 | $23,323 | $45,863-49.1% | $77,024-69.7% | $68,494-65.9% |
| Participation rate | 58.8% | 55.9%+2.9pp | 67.9%-9.1pp | 67.9%-9.1pp |
| Annual return | -18.40% | 1.72%-20.1pp | 42.32%-60.7pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,400 | $1,650-15.1% | $2,812-50.2% | $2,596-46.1% |
| Participant deferral / active EE | $2,335 | $2,962-21.2% | $4,426-47.3% | $4,027-42.0% |
| Admin fee / account holder | $15 | $3,041-99.5% | $5,425-99.7% | $5,403-99.7% |