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 | $33,455 | $105,860-68.4% | $90,749-63.1% | $134,475-75.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -20.13% | -11.01%-9.1pp | -12.16%-8.0pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,385 | $3,462-60.0% | $2,921-52.6% | $4,740-70.8% |
| Participant deferral / active EE | $3,809 | $5,216-27.0% | $4,564-16.5% | $6,400-40.5% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |