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 7-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 | $22,483 | $190,805-88.2% | $159,960-85.9% | $134,475-83.3% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -18.39% | 552.23%-570.6pp | 408.60%-427.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $996 | $4,995-80.1% | $4,226-76.4% | $4,740-79.0% |
| Participant deferral / active EE | $2,489 | $6,923-64.0% | $6,182-59.7% | $6,400-61.1% |
| Admin fee / account holder | $95 | $10,471-99.1% | $8,698-98.9% | $11,426-99.2% |