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 | $33,085 | $167,307-80.2% | $143,757-77.0% | $134,475-75.4% |
| Participation rate | 65.2% | 84.8%-19.6pp | 80.3%-15.1pp | 81.2%-16.0pp |
| Annual return | -17.12% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,860 | $5,619-66.9% | $4,951-62.4% | $4,740-60.8% |
| Participant deferral / active EE | $3,262 | $6,446-49.4% | $5,637-42.1% | $6,400-49.0% |
| Admin fee / account holder | $257 | $18,088-98.6% | $14,673-98.2% | $11,426-97.8% |