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 | $25,730 | $138,065-81.4% | $123,544-79.2% | $135,375-81.0% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -8.03% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,480 | $5,151-71.3% | $4,628-68.0% | $4,779-69.0% |
| Participant deferral / active EE | $2,834 | $6,799-58.3% | $6,426-55.9% | $5,609-49.5% |
| Admin fee / account holder | $193 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |