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 | $26,126 | $92,703-71.8% | $82,719-68.4% | $134,475-80.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -15.23% | 944.92%-960.1pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,327 | $3,274-59.5% | $3,009-55.9% | $4,740-72.0% |
| Participant deferral / active EE | $2,653 | $4,802-44.7% | $4,395-39.6% | $6,400-58.5% |
| Admin fee / account holder | $112 | $5,983-98.1% | $5,329-97.9% | $11,426-99.0% |