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 | $29,359 | $92,703-68.3% | $82,719-64.5% | $134,475-78.2% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -20.57% | 944.92%-965.5pp | 701.18%-721.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,783 | $3,274-45.5% | $3,009-40.8% | $4,740-62.4% |
| Participant deferral / active EE | $7,398 | $4,802+54.1% | $4,395+68.3% | $6,400+15.6% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |