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 | $32,387 | $190,805-83.0% | $159,960-79.8% | $134,475-75.9% |
| Participation rate | 58.8% | 81.9%-23.1pp | 78.0%-19.1pp | 81.2%-22.4pp |
| Annual return | -20.21% | 552.23%-572.4pp | 408.60%-428.8pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,011 | $4,995-79.8% | $4,226-76.1% | $4,740-78.7% |
| Participant deferral / active EE | $2,358 | $6,923-65.9% | $6,182-61.9% | $6,400-63.2% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |