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 | $32,481 | $190,805-83.0% | $159,960-79.7% | $134,475-75.8% |
| Participation rate | 58.8% | 81.9%-23.1pp | 78.0%-19.1pp | 81.2%-22.4pp |
| Annual return | -12.99% | 552.23%-565.2pp | 408.60%-421.6pp | 417.96%-431.0pp |
| Employer contribution / active EE | $665 | $4,995-86.7% | $4,226-84.3% | $4,740-86.0% |
| Participant deferral / active EE | $2,102 | $6,923-69.6% | $6,182-66.0% | $6,400-67.1% |
| Admin fee / account holder | $176 | $10,471-98.3% | $8,698-98.0% | $11,426-98.5% |