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 | $46,547 | $106,543-56.3% | $91,220-49.0% | $134,475-65.4% |
| Participation rate | 38.5% | 76.8%-38.3pp | 73.2%-34.7pp | 81.2%-42.8pp |
| Annual return | -19.15% | 160.60%-179.7pp | 114.01%-133.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,021 | $3,331-69.3% | $2,850-64.2% | $4,740-78.5% |
| Participant deferral / active EE | $3,328 | $4,719-29.5% | $4,234-21.4% | $6,400-48.0% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |