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 6-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 | $33,066 | $84,402-60.8% | $61,373-46.1% | $134,475-75.4% |
| Participation rate | 35.7% | 62.2%-26.5pp | 52.6%-16.9pp | 81.2%-45.5pp |
| Annual return | -15.24% | 584.55%-599.8pp | 338.61%-353.8pp | 417.96%-433.2pp |
| Employer contribution / active EE | $886 | $1,544-42.7% | $1,159-23.6% | $4,740-81.3% |
| Participant deferral / active EE | $2,944 | $2,819+4.4% | $2,125+38.5% | $6,400-54.0% |
| Admin fee / account holder | $38 | $2,585-98.5% | $2,130-98.2% | $11,426-99.7% |