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 | $40,342 | $138,065-70.8% | $123,544-67.3% | $135,375-70.2% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -8.14% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,173 | $5,151-77.2% | $4,628-74.6% | $4,779-75.4% |
| Participant deferral / active EE | $3,837 | $6,799-43.6% | $6,426-40.3% | $5,609-31.6% |
| Admin fee / account holder | $92 | $10,916-99.2% | $9,284-99.0% | $10,827-99.1% |