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 | $25,500 | $90,600-71.9% | $79,464-67.9% | $135,375-81.2% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -6.68% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $246 | $3,068-92.0% | $2,800-91.2% | $4,779-94.8% |
| Participant deferral / active EE | $1,173 | $4,050-71.0% | $3,704-68.3% | $5,609-79.1% |
| Admin fee / account holder | $259 | $5,907-95.6% | $5,113-94.9% | $10,827-97.6% |