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 | $33,953 | $167,307-79.7% | $143,757-76.4% | $134,475-74.8% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -18.42% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,159 | $5,619-79.4% | $4,951-76.6% | $4,740-75.5% |
| Participant deferral / active EE | $2,258 | $6,446-65.0% | $5,637-59.9% | $6,400-64.7% |
| Admin fee / account holder | $171 | $18,088-99.1% | $14,673-98.8% | $11,426-98.5% |