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 | $41,827 | $92,703-54.9% | $82,719-49.4% | $134,475-68.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -19.24% | 944.92%-964.2pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $675 | $3,274-79.4% | $3,009-77.6% | $4,740-85.8% |
| Participant deferral / active EE | $7,831 | $4,802+63.1% | $4,395+78.2% | $6,400+22.4% |
| Admin fee / account holder | $129 | $5,983-97.8% | $5,329-97.6% | $11,426-98.9% |