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 5-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 | $13,953 | $92,703-84.9% | $82,719-83.1% | $134,475-89.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -19.98% | 944.92%-964.9pp | 701.18%-721.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,600 | $3,274-51.1% | $3,009-46.8% | $4,740-66.2% |
| Participant deferral / active EE | $2,115 | $4,802-55.9% | $4,395-51.9% | $6,400-66.9% |
| Admin fee / account holder | $63 | $5,983-99.0% | $5,329-98.8% | $11,426-99.5% |