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 | $60,911 | $105,860-42.5% | $90,749-32.9% | $134,475-54.7% |
| Participation rate | 36.4% | 78.2%-41.9pp | 75.7%-39.3pp | 81.2%-44.9pp |
| Annual return | -17.50% | -11.01%-6.5pp | -12.16%-5.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,265 | $3,462-63.5% | $2,921-56.7% | $4,740-73.3% |
| Participant deferral / active EE | $2,515 | $5,216-51.8% | $4,564-44.9% | $6,400-60.7% |
| Admin fee / account holder | $261 | $13,938-98.1% | $8,445-96.9% | $11,426-97.7% |