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 | $18,157 | $73,867-75.4% | $143,757-87.4% | $68,494-73.5% |
| Participation rate | 35.7% | 66.7%-30.9pp | 80.3%-44.6pp | 67.9%-32.2pp |
| Annual return | -18.29% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,014 | $3,184-68.2% | $4,951-79.5% | $2,596-61.0% |
| Participant deferral / active EE | $1,721 | $3,384-49.1% | $5,637-69.5% | $4,027-57.3% |
| Admin fee / account holder | $19 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |