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 | $27,634 | $190,805-85.5% | $159,960-82.7% | $134,475-79.5% |
| Participation rate | 57.1% | 81.9%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -19.14% | 552.23%-571.4pp | 408.60%-427.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,793 | $4,995-64.1% | $4,226-57.6% | $4,740-62.2% |
| Participant deferral / active EE | $8,970 | $6,923+29.6% | $6,182+45.1% | $6,400+40.2% |
| Admin fee / account holder | $172 | $10,471-98.4% | $8,698-98.0% | $11,426-98.5% |