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 | $30,733 | $92,703-66.8% | $82,719-62.8% | $134,475-77.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -17.60% | 944.92%-962.5pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,503 | $3,274-54.1% | $3,009-50.1% | $4,740-68.3% |
| Participant deferral / active EE | $2,737 | $4,802-43.0% | $4,395-37.7% | $6,400-57.2% |
| Admin fee / account holder | $53 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |