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 | $21,358 | $138,044-84.5% | $125,339-83.0% | $134,475-84.1% |
| Participation rate | 54.2% | 84.5%-30.3pp | 82.4%-28.2pp | 81.2%-27.1pp |
| Annual return | -20.30% | 750.33%-770.6pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,302 | $5,243-75.2% | $4,814-72.9% | $4,740-72.5% |
| Participant deferral / active EE | $3,326 | $7,799-57.4% | $7,446-55.3% | $6,400-48.0% |
| Admin fee / account holder | $157 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |