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 | $21,878 | $92,703-76.4% | $82,719-73.6% | $134,475-83.7% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -13.43% | 944.92%-958.4pp | 701.18%-714.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,889 | $3,274-42.3% | $3,009-37.2% | $4,740-60.2% |
| Participant deferral / active EE | $4,024 | $4,802-16.2% | $4,395-8.4% | $6,400-37.1% |
| Admin fee / account holder | $211 | $5,983-96.5% | $5,329-96.0% | $11,426-98.2% |