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 | $24,659 | $138,065-82.1% | $123,544-80.0% | $135,375-81.8% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -6.78% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $940 | $5,151-81.8% | $4,628-79.7% | $4,779-80.3% |
| Participant deferral / active EE | $3,934 | $6,799-42.1% | $6,426-38.8% | $5,609-29.9% |
| Admin fee / account holder | $59 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |