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 | $31,535 | $93,024-66.1% | $77,024-59.1% | $134,475-76.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -12.87% | 62.60%-75.5pp | 42.32%-55.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $6,624 | $3,418+93.8% | $2,812+135.5% | $4,740+39.8% |
| Participant deferral / active EE | $6,001 | $5,238+14.6% | $4,426+35.6% | $6,400-6.2% |
| Admin fee / account holder | $171 | $6,944-97.5% | $5,425-96.9% | $11,426-98.5% |