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 5-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 | $20,533 | $92,703-77.9% | $82,719-75.2% | $134,475-84.7% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -19.79% | 944.92%-964.7pp | 701.18%-721.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $421 | $3,274-87.1% | $3,009-86.0% | $4,740-91.1% |
| Participant deferral / active EE | $1,841 | $4,802-61.7% | $4,395-58.1% | $6,400-71.2% |
| Admin fee / account holder | $130 | $5,983-97.8% | $5,329-97.6% | $11,426-98.9% |