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 | $48,153 | $92,703-48.1% | $82,719-41.8% | $134,475-64.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -17.62% | 944.92%-962.5pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,628 | $3,274-19.7% | $3,009-12.7% | $4,740-44.6% |
| Participant deferral / active EE | $5,355 | $4,802+11.5% | $4,395+21.9% | $6,400-16.3% |
| Admin fee / account holder | $139 | $5,983-97.7% | $5,329-97.4% | $11,426-98.8% |