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 5-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 | $27,089 | $106,543-74.6% | $91,220-70.3% | $134,475-79.9% |
| Participation rate | 18.2% | 76.8%-58.6pp | 73.2%-55.0pp | 81.2%-63.0pp |
| Annual return | -20.22% | 160.60%-180.8pp | 114.01%-134.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $508 | $3,331-84.8% | $2,850-82.2% | $4,740-89.3% |
| Participant deferral / active EE | $3,118 | $4,719-33.9% | $4,234-26.4% | $6,400-51.3% |
| Admin fee / account holder | $141 | $6,231-97.7% | $5,420-97.4% | $11,426-98.8% |