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 | $16,133 | $152,509-89.4% | $117,472-86.3% | $134,475-88.0% |
| Participation rate | 68.4% | 77.1%-8.7pp | 70.6%-2.2pp | 81.2%-12.8pp |
| Annual return | -20.10% | 52.99%-73.1pp | 29.74%-49.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,823 | $5,571-67.3% | $4,176-56.3% | $4,740-61.5% |
| Participant deferral / active EE | $2,085 | $4,818-56.7% | $4,070-48.8% | $6,400-67.4% |
| Admin fee / account holder | $223 | $7,004-96.8% | $5,645-96.1% | $11,426-98.1% |