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 | $10,283 | $45,863-77.6% | $77,024-86.6% | $68,494-85.0% |
| Participation rate | 33.3% | 55.9%-22.6pp | 67.9%-34.6pp | 67.9%-34.6pp |
| Annual return | -19.86% | 1.72%-21.6pp | 42.32%-62.2pp | -7.84%-12.0pp |
| Employer contribution / active EE | $688 | $1,650-58.3% | $2,812-75.5% | $2,596-73.5% |
| Participant deferral / active EE | $1,567 | $2,962-47.1% | $4,426-64.6% | $4,027-61.1% |
| Admin fee / account holder | $38 | $3,041-98.8% | $5,425-99.3% | $5,403-99.3% |