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 | $47,154 | $133,958-64.8% | $112,228-58.0% | $134,475-64.9% |
| Participation rate | 46.2% | 78.6%-32.4pp | 75.1%-28.9pp | 81.2%-35.1pp |
| Annual return | -19.30% | 47.11%-66.4pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,063 | $4,038-48.9% | $3,635-43.2% | $4,740-56.5% |
| Participant deferral / active EE | $3,146 | $5,291-40.5% | $4,728-33.5% | $6,400-50.8% |
| Admin fee / account holder | $28 | $7,489-99.6% | $6,410-99.6% | $11,426-99.8% |