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 | $21,789 | $92,703-76.5% | $82,719-73.7% | $134,475-83.8% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | -3.43% | 944.92%-948.3pp | 701.18%-704.6pp | 417.96%-421.4pp |
| Employer contribution / active EE | $666 | $3,274-79.6% | $3,009-77.9% | $4,740-85.9% |
| Participant deferral / active EE | $1,175 | $4,802-75.5% | $4,395-73.3% | $6,400-81.6% |
| Admin fee / account holder | $198 | $5,983-96.7% | $5,329-96.3% | $11,426-98.3% |