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 | $70,463 | $152,509-53.8% | $117,472-40.0% | $134,475-47.6% |
| Participation rate | 61.5% | 77.1%-15.5pp | 70.6%-9.0pp | 81.2%-19.7pp |
| Annual return | -15.57% | 52.99%-68.6pp | 29.74%-45.3pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,131 | $5,571-79.7% | $4,176-72.9% | $4,740-76.1% |
| Participant deferral / active EE | $2,426 | $4,818-49.7% | $4,070-40.4% | $6,400-62.1% |
| Admin fee / account holder | $26 | $7,004-99.6% | $5,645-99.5% | $11,426-99.8% |