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 | $42,398 | $138,065-69.3% | $123,544-65.7% | $135,375-68.7% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -9.06% | 153.68%-162.7pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,729 | $5,151-66.4% | $4,628-62.6% | $4,779-63.8% |
| Participant deferral / active EE | $5,697 | $6,799-16.2% | $6,426-11.3% | $5,609+1.6% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |