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 | $49,860 | $138,044-63.9% | $125,339-60.2% | $134,475-62.9% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -19.89% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,307 | $5,243-75.1% | $4,814-72.8% | $4,740-72.4% |
| Participant deferral / active EE | $8,050 | $7,799+3.2% | $7,446+8.1% | $6,400+25.8% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |