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 | $43,285 | $138,065-68.6% | $123,544-65.0% | $135,375-68.0% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -8.61% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,210 | $5,151-76.5% | $4,628-73.9% | $4,779-74.7% |
| Participant deferral / active EE | $3,053 | $6,799-55.1% | $6,426-52.5% | $5,609-45.6% |
| Admin fee / account holder | $273 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |