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 | $53,876 | $106,543-49.4% | $91,220-40.9% | $134,475-59.9% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.2%-10.7pp | 81.2%-18.7pp |
| Annual return | -20.25% | 160.60%-180.9pp | 114.01%-134.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $671 | $3,331-79.8% | $2,850-76.5% | $4,740-85.8% |
| Participant deferral / active EE | $2,612 | $4,719-44.6% | $4,234-38.3% | $6,400-59.2% |
| Admin fee / account holder | $234 | $6,231-96.2% | $5,420-95.7% | $11,426-98.0% |