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 | $55,518 | $93,024-40.3% | $77,024-27.9% | $134,475-58.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -16.99% | 62.60%-79.6pp | 42.32%-59.3pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,472 | $3,418-27.7% | $2,812-12.1% | $4,740-47.9% |
| Participant deferral / active EE | $5,405 | $5,238+3.2% | $4,426+22.1% | $6,400-15.5% |
| Admin fee / account holder | $114 | $6,944-98.4% | $5,425-97.9% | $11,426-99.0% |