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 | $21,908 | $95,862-77.1% | $79,550-72.5% | $134,475-83.7% |
| Participation rate | 52.9% | 75.0%-22.1pp | 69.5%-16.5pp | 81.2%-28.3pp |
| Annual return | -17.05% | -2.69%-14.4pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $871 | $3,128-72.2% | $2,413-63.9% | $4,740-81.6% |
| Participant deferral / active EE | $1,872 | $4,693-60.1% | $3,985-53.0% | $6,400-70.7% |
| Admin fee / account holder | $174 | $9,126-98.1% | $6,832-97.5% | $11,426-98.5% |