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 | $31,406 | $93,024-66.2% | $77,024-59.2% | $134,475-76.6% |
| Participation rate | 23.5% | 74.5%-51.0pp | 67.9%-44.4pp | 81.2%-57.7pp |
| Annual return | -16.47% | 62.60%-79.1pp | 42.32%-58.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $646 | $3,418-81.1% | $2,812-77.0% | $4,740-86.4% |
| Participant deferral / active EE | $2,214 | $5,238-57.7% | $4,426-50.0% | $6,400-65.4% |
| Admin fee / account holder | $5 | $6,944-99.9% | $5,425-99.9% | $11,426-100.0% |