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 | $50,298 | $135,635-62.9% | $110,238-54.4% | $135,375-62.8% |
| Participation rate | 55.0% | 83.5%-28.5pp | 79.8%-24.8pp | 82.6%-27.6pp |
| Annual return | -5.71% | 513.19%-518.9pp | 314.74%-320.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,079 | $4,906-57.6% | $3,826-45.7% | $4,779-56.5% |
| Participant deferral / active EE | $3,348 | $5,506-39.2% | $4,672-28.3% | $5,609-40.3% |
| Admin fee / account holder | $15 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |