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 | $22,712 | $45,863-50.5% | $77,024-70.5% | $68,494-66.8% |
| Participation rate | 36.0% | 55.9%-19.9pp | 67.9%-31.9pp | 67.9%-31.9pp |
| Annual return | -19.07% | 1.72%-20.8pp | 42.32%-61.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $907 | $1,650-45.0% | $2,812-67.7% | $2,596-65.1% |
| Participant deferral / active EE | $3,011 | $2,962+1.6% | $4,426-32.0% | $4,027-25.2% |
| Admin fee / account holder | $220 | $3,041-92.8% | $5,425-95.9% | $5,403-95.9% |