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 10-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 | $59,642 | $67,331-11.4% | $60,874-2.0% | $134,475-55.6% |
| Participation rate | 36.4% | 76.2%-39.8pp | 73.1%-36.7pp | 81.2%-44.9pp |
| Annual return | -13.83% | 49.93%-63.8pp | 16.90%-30.7pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,263 | $3,096-59.2% | $2,701-53.2% | $4,740-73.4% |
| Participant deferral / active EE | $1,263 | $4,538-72.2% | $3,817-66.9% | $6,400-80.3% |
| Admin fee / account holder | $57 | $4,582-98.8% | $3,224-98.2% | $11,426-99.5% |