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 | $16,226 | $92,703-82.5% | $82,719-80.4% | $134,475-87.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -19.77% | 944.92%-964.7pp | 701.18%-720.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $582 | $3,274-82.2% | $3,009-80.7% | $4,740-87.7% |
| Participant deferral / active EE | $4,037 | $4,802-15.9% | $4,395-8.1% | $6,400-36.9% |
| Admin fee / account holder | $126 | $5,983-97.9% | $5,329-97.6% | $11,426-98.9% |