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 | $92,820 | $84,402+10.0% | $61,373+51.2% | $134,475-31.0% |
| Participation rate | 27.3% | 62.2%-34.9pp | 52.6%-25.3pp | 81.2%-53.9pp |
| Annual return | -17.99% | 584.55%-602.5pp | 338.61%-356.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $522 | $1,544-66.2% | $1,159-55.0% | $4,740-89.0% |
| Participant deferral / active EE | $1,992 | $2,819-29.3% | $2,125-6.2% | $6,400-68.9% |
| Admin fee / account holder | $42 | $2,585-98.4% | $2,130-98.0% | $11,426-99.6% |