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 | $34,373 | $92,703-62.9% | $82,719-58.4% | $134,475-74.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -15.39% | 944.92%-960.3pp | 701.18%-716.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,185 | $3,274-33.3% | $3,009-27.4% | $4,740-53.9% |
| Participant deferral / active EE | $2,181 | $4,802-54.6% | $4,395-50.4% | $6,400-65.9% |
| Admin fee / account holder | $299 | $5,983-95.0% | $5,329-94.4% | $11,426-97.4% |