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 | $28,352 | $84,402-66.4% | $61,373-53.8% | $134,475-78.9% |
| Participation rate | 30.0% | 62.2%-32.2pp | 52.6%-22.6pp | 81.2%-51.2pp |
| Annual return | -21.06% | 584.55%-605.6pp | 338.61%-359.7pp | 417.96%-439.0pp |
| Employer contribution / active EE | $141 | $1,544-90.9% | $1,159-87.8% | $4,740-97.0% |
| Participant deferral / active EE | $333 | $2,819-88.2% | $2,125-84.3% | $6,400-94.8% |
| Admin fee / account holder | $153 | $2,585-94.1% | $2,130-92.8% | $11,426-98.7% |