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 | $20,715 | $129,942-84.1% | $104,294-80.1% | $134,475-84.6% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -18.78% | 42.03%-60.8pp | 24.61%-43.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,005 | $4,184-76.0% | $3,372-70.2% | $4,740-78.8% |
| Participant deferral / active EE | $1,654 | $5,588-70.4% | $4,625-64.2% | $6,400-74.1% |
| Admin fee / account holder | $20 | $9,323-99.8% | $7,339-99.7% | $11,426-99.8% |