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 | $33,609 | $133,958-74.9% | $112,228-70.1% | $134,475-75.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -18.47% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,708 | $4,038-57.7% | $3,635-53.0% | $4,740-64.0% |
| Participant deferral / active EE | $8,635 | $5,291+63.2% | $4,728+82.6% | $6,400+34.9% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |