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 | $41,378 | $91,538-54.8% | $129,995-68.2% | $75,163-44.9% |
| Participation rate | 58.5% | 71.4%-12.9pp | 78.5%-19.9pp | 67.2%-8.7pp |
| Annual return | 15.68% | -631.11%+646.8pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,319 | $2,845-53.6% | $4,320-69.5% | $2,670-50.6% |
| Participant deferral / active EE | $2,720 | $4,341-37.3% | $5,820-53.3% | $4,125-34.1% |
| Admin fee / account holder | $241 | $6,790-96.4% | $10,614-97.7% | $5,651-95.7% |