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 | $63,504 | $133,958-52.6% | $112,228-43.4% | $134,475-52.8% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -17.90% | 47.11%-65.0pp | 27.45%-45.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,510 | $4,038-62.6% | $3,635-58.4% | $4,740-68.1% |
| Participant deferral / active EE | $5,673 | $5,291+7.2% | $4,728+20.0% | $6,400-11.4% |
| Admin fee / account holder | $22 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |