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 | $16,381 | $90,600-81.9% | $79,464-79.4% | $135,375-87.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -9.65% | 977.43%-987.1pp | 718.14%-727.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $454 | $3,068-85.2% | $2,800-83.8% | $4,779-90.5% |
| Participant deferral / active EE | $2,232 | $4,050-44.9% | $3,704-39.7% | $5,609-60.2% |
| Admin fee / account holder | $191 | $5,907-96.8% | $5,113-96.3% | $10,827-98.2% |