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 | $43,852 | $97,757-55.1% | $83,848-47.7% | $135,375-67.6% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -9.29% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,440 | $4,222-65.9% | $3,631-60.4% | $4,779-69.9% |
| Participant deferral / active EE | $5,491 | $4,682+17.3% | $4,082+34.5% | $5,609-2.1% |
| Admin fee / account holder | $175 | $6,674-97.4% | $5,478-96.8% | $10,827-98.4% |