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 | $26,013 | $69,518-62.6% | $59,878-56.6% | $135,375-80.8% |
| Participation rate | 64.3% | 77.8%-13.5pp | 74.7%-10.4pp | 82.6%-18.4pp |
| Annual return | -7.06% | 7.94%-15.0pp | 3.46%-10.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,239 | $3,235-61.7% | $2,722-54.5% | $4,779-74.1% |
| Participant deferral / active EE | $1,515 | $4,206-64.0% | $3,402-55.5% | $5,609-73.0% |
| Admin fee / account holder | $77 | $5,734-98.7% | $3,590-97.9% | $10,827-99.3% |