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 | $10,551 | $92,703-88.6% | $82,719-87.2% | $134,475-92.2% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -19.42% | 944.92%-964.3pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $949 | $3,274-71.0% | $3,009-68.5% | $4,740-80.0% |
| Participant deferral / active EE | $1,582 | $4,802-67.1% | $4,395-64.0% | $6,400-75.3% |
| Admin fee / account holder | $71 | $5,983-98.8% | $5,329-98.7% | $11,426-99.4% |