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 | $17,545 | $133,958-86.9% | $112,228-84.4% | $134,475-87.0% |
| Participation rate | 38.5% | 78.6%-40.1pp | 75.1%-36.6pp | 81.2%-42.8pp |
| Annual return | -13.14% | 47.11%-60.3pp | 27.45%-40.6pp | 417.96%-431.1pp |
| Employer contribution / active EE | $909 | $4,038-77.5% | $3,635-75.0% | $4,740-80.8% |
| Participant deferral / active EE | $3,757 | $5,291-29.0% | $4,728-20.5% | $6,400-41.3% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |