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 | $28,698 | $138,065-79.2% | $123,544-76.8% | $135,375-78.8% |
| Participation rate | 47.8% | 84.7%-36.9pp | 82.3%-34.5pp | 82.6%-34.8pp |
| Annual return | -7.23% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,305 | $5,151-74.7% | $4,628-71.8% | $4,779-72.7% |
| Participant deferral / active EE | $3,171 | $6,799-53.4% | $6,426-50.6% | $5,609-43.5% |
| Admin fee / account holder | $180 | $10,916-98.3% | $9,284-98.1% | $10,827-98.3% |