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 | $20,096 | $88,594-77.3% | $70,092-71.3% | $134,475-85.1% |
| Participation rate | 37.5% | 74.9%-37.4pp | 70.5%-33.0pp | 81.2%-43.7pp |
| Annual return | -20.29% | 442.67%-463.0pp | 190.73%-211.0pp | 417.96%-438.3pp |
| Employer contribution / active EE | $941 | $3,233-70.9% | $2,559-63.2% | $4,740-80.1% |
| Participant deferral / active EE | $2,097 | $4,772-56.1% | $3,849-45.5% | $6,400-67.2% |
| Admin fee / account holder | $276 | $10,441-97.4% | $6,267-95.6% | $11,426-97.6% |