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 | $33,002 | $93,024-64.5% | $77,024-57.2% | $134,475-75.5% |
| Participation rate | 36.4% | 74.5%-38.1pp | 67.9%-31.5pp | 81.2%-44.9pp |
| Annual return | -18.97% | 62.60%-81.6pp | 42.32%-61.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $945 | $3,418-72.4% | $2,812-66.4% | $4,740-80.1% |
| Participant deferral / active EE | $2,081 | $5,238-60.3% | $4,426-53.0% | $6,400-67.5% |
| Admin fee / account holder | $140 | $6,944-98.0% | $5,425-97.4% | $11,426-98.8% |