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 | $15,365 | $152,509-89.9% | $117,472-86.9% | $134,475-88.6% |
| Participation rate | 44.4% | 77.1%-32.6pp | 70.6%-26.1pp | 81.2%-36.8pp |
| Annual return | -16.06% | 52.99%-69.0pp | 29.74%-45.8pp | 417.96%-434.0pp |
| Employer contribution / active EE | $708 | $5,571-87.3% | $4,176-83.0% | $4,740-85.1% |
| Participant deferral / active EE | $263 | $4,818-94.5% | $4,070-93.5% | $6,400-95.9% |
| Admin fee / account holder | $221 | $7,004-96.8% | $5,645-96.1% | $11,426-98.1% |