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 | $45,016 | $138,044-67.4% | $125,339-64.1% | $134,475-66.5% |
| Participation rate | 65.0% | 84.5%-19.5pp | 82.4%-17.4pp | 81.2%-16.2pp |
| Annual return | -18.39% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,209 | $5,243-57.9% | $4,814-54.1% | $4,740-53.4% |
| Participant deferral / active EE | $3,372 | $7,799-56.8% | $7,446-54.7% | $6,400-47.3% |
| Admin fee / account holder | $36 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |