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 9-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 | $26,883 | $138,044-80.5% | $125,339-78.6% | $134,475-80.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.28% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,628 | $5,243-69.0% | $4,814-66.2% | $4,740-65.7% |
| Participant deferral / active EE | $3,419 | $7,799-56.2% | $7,446-54.1% | $6,400-46.6% |
| Admin fee / account holder | $256 | $11,571-97.8% | $10,010-97.4% | $11,426-97.8% |