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 6-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 | $12,274 | $45,863-73.2% | $77,024-84.1% | $68,494-82.1% |
| Participation rate | 29.2% | 55.9%-26.7pp | 67.9%-38.7pp | 67.9%-38.7pp |
| Annual return | -19.22% | 1.72%-20.9pp | 42.32%-61.5pp | -7.84%-11.4pp |
| Employer contribution / active EE | $298 | $1,650-81.9% | $2,812-89.4% | $2,596-88.5% |
| Participant deferral / active EE | $1,277 | $2,962-56.9% | $4,426-71.1% | $4,027-68.3% |
| Admin fee / account holder | $272 | $3,041-91.1% | $5,425-95.0% | $5,403-95.0% |