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 | $29,337 | $92,703-68.4% | $82,719-64.5% | $134,475-78.2% |
| Participation rate | 64.3% | 75.2%-10.9pp | 72.6%-8.3pp | 81.2%-16.9pp |
| Annual return | -3.22% | 944.92%-948.1pp | 701.18%-704.4pp | 417.96%-421.2pp |
| Employer contribution / active EE | $1,622 | $3,274-50.5% | $3,009-46.1% | $4,740-65.8% |
| Participant deferral / active EE | $2,203 | $4,802-54.1% | $4,395-49.9% | $6,400-65.6% |
| Admin fee / account holder | $171 | $5,983-97.1% | $5,329-96.8% | $11,426-98.5% |