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 | $47,770 | $138,044-65.4% | $125,339-61.9% | $134,475-64.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -13.21% | 750.33%-763.5pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,068 | $5,243-60.6% | $4,814-57.0% | $4,740-56.4% |
| Participant deferral / active EE | $6,862 | $7,799-12.0% | $7,446-7.8% | $6,400+7.2% |
| Admin fee / account holder | $234 | $11,571-98.0% | $10,010-97.7% | $11,426-97.9% |