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 | $19,246 | $95,971-79.9% | $74,550-74.2% | $135,375-85.8% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -7.75% | 56.96%-64.7pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $701 | $2,716-74.2% | $1,961-64.3% | $4,779-85.3% |
| Participant deferral / active EE | $2,083 | $3,843-45.8% | $3,108-33.0% | $5,609-62.9% |
| Admin fee / account holder | $43 | $6,522-99.3% | $5,060-99.2% | $10,827-99.6% |