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 | $10,083 | $93,024-89.2% | $77,024-86.9% | $134,475-92.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -20.74% | 62.60%-83.3pp | 42.32%-63.1pp | 417.96%-438.7pp |
| Employer contribution / active EE | $897 | $3,418-73.8% | $2,812-68.1% | $4,740-81.1% |
| Participant deferral / active EE | $4,910 | $5,238-6.3% | $4,426+10.9% | $6,400-23.3% |
| Admin fee / account holder | $6 | $6,944-99.9% | $5,425-99.9% | $11,426-99.9% |