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 | $19,951 | $93,024-78.6% | $77,024-74.1% | $134,475-85.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -19.67% | 62.60%-82.3pp | 42.32%-62.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,354 | $3,418-60.4% | $2,812-51.9% | $4,740-71.4% |
| Participant deferral / active EE | $5,381 | $5,238+2.7% | $4,426+21.6% | $6,400-15.9% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |