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 | $50,214 | $138,044-63.6% | $125,339-59.9% | $134,475-62.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.86% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,518 | $5,243-52.0% | $4,814-47.7% | $4,740-46.9% |
| Participant deferral / active EE | $8,141 | $7,799+4.4% | $7,446+9.3% | $6,400+27.2% |
| Admin fee / account holder | $71 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |