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 | $47,061 | $95,862-50.9% | $79,550-40.8% | $134,475-65.0% |
| Participation rate | 68.8% | 75.0%-6.3pp | 69.5%-0.7pp | 81.2%-12.5pp |
| Annual return | -17.28% | -2.69%-14.6pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,437 | $3,128-22.1% | $2,413+1.0% | $4,740-48.6% |
| Participant deferral / active EE | $6,358 | $4,693+35.5% | $3,985+59.5% | $6,400-0.7% |
| Admin fee / account holder | $31 | $9,126-99.7% | $6,832-99.5% | $11,426-99.7% |