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 | $38,202 | $133,958-71.5% | $112,228-66.0% | $134,475-71.6% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -20.20% | 47.11%-67.3pp | 27.45%-47.7pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,058 | $4,038-73.8% | $3,635-70.9% | $4,740-77.7% |
| Participant deferral / active EE | $2,690 | $5,291-49.1% | $4,728-43.1% | $6,400-58.0% |
| Admin fee / account holder | $147 | $7,489-98.0% | $6,410-97.7% | $11,426-98.7% |