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 | $41,721 | $105,860-60.6% | $90,749-54.0% | $134,475-69.0% |
| Participation rate | 36.4% | 78.2%-41.9pp | 75.7%-39.3pp | 81.2%-44.9pp |
| Annual return | -16.14% | -11.01%-5.1pp | -12.16%-4.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,153 | $3,462-66.7% | $2,921-60.5% | $4,740-75.7% |
| Participant deferral / active EE | $3,107 | $5,216-40.4% | $4,564-31.9% | $6,400-51.4% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,445-99.8% | $11,426-99.8% |