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 | $29,573 | $138,044-78.6% | $125,339-76.4% | $134,475-78.0% |
| Participation rate | 69.6% | 84.5%-14.9pp | 82.4%-12.8pp | 81.2%-11.7pp |
| Annual return | -19.51% | 750.33%-769.8pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,952 | $5,243-43.7% | $4,814-38.7% | $4,740-37.7% |
| Participant deferral / active EE | $6,388 | $7,799-18.1% | $7,446-14.2% | $6,400-0.2% |
| Admin fee / account holder | $217 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |