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 | $15,844 | $84,402-81.2% | $61,373-74.2% | $134,475-88.2% |
| Participation rate | 63.6% | 62.2%+1.4pp | 52.6%+11.1pp | 81.2%-17.6pp |
| Annual return | -10.09% | 584.55%-594.6pp | 338.61%-348.7pp | 417.96%-428.1pp |
| Employer contribution / active EE | $1,069 | $1,544-30.8% | $1,159-7.8% | $4,740-77.4% |
| Participant deferral / active EE | $3,141 | $2,819+11.4% | $2,125+47.8% | $6,400-50.9% |
| Admin fee / account holder | $263 | $2,585-89.8% | $2,130-87.7% | $11,426-97.7% |