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 | $27,940 | $106,543-73.8% | $91,220-69.4% | $134,475-79.2% |
| Participation rate | 53.8% | 76.8%-23.0pp | 73.2%-19.4pp | 81.2%-27.4pp |
| Annual return | -13.64% | 160.60%-174.2pp | 114.01%-127.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $507 | $3,331-84.8% | $2,850-82.2% | $4,740-89.3% |
| Participant deferral / active EE | $884 | $4,719-81.3% | $4,234-79.1% | $6,400-86.2% |
| Admin fee / account holder | $42 | $6,231-99.3% | $5,420-99.2% | $11,426-99.6% |