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 | $34,499 | $152,509-77.4% | $117,472-70.6% | $134,475-74.3% |
| Participation rate | 39.1% | 77.1%-38.0pp | 70.6%-31.5pp | 81.2%-42.1pp |
| Annual return | -16.66% | 52.99%-69.7pp | 29.74%-46.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,005 | $4,818-79.1% | $4,070-75.3% | $6,400-84.3% |
| Admin fee / account holder | $20 | $7,004-99.7% | $5,645-99.6% | $11,426-99.8% |