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 | $103,425 | $117,690-12.1% | $71,735+44.2% | $134,475-23.1% |
| Participation rate | 30.0% | 68.8%-38.8pp | 62.3%-32.3pp | 81.2%-51.2pp |
| Annual return | -20.11% | 25.44%-45.5pp | 9.14%-29.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $637 | $2,525-74.8% | $1,704-62.6% | $4,740-86.6% |
| Participant deferral / active EE | $3,102 | $3,759-17.5% | $2,658+16.7% | $6,400-51.5% |
| Admin fee / account holder | $40 | $6,379-99.4% | $3,974-99.0% | $11,426-99.6% |