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 | $19,454 | $152,509-87.2% | $117,472-83.4% | $134,475-85.5% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -16.00% | 52.99%-69.0pp | 29.74%-45.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $916 | $5,571-83.6% | $4,176-78.1% | $4,740-80.7% |
| Participant deferral / active EE | $1,570 | $4,818-67.4% | $4,070-61.4% | $6,400-75.5% |
| Admin fee / account holder | $20 | $7,004-99.7% | $5,645-99.6% | $11,426-99.8% |