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 | $11,793 | $152,509-92.3% | $117,472-90.0% | $134,475-91.2% |
| Participation rate | 35.7% | 77.1%-41.4pp | 70.6%-34.9pp | 81.2%-45.5pp |
| Annual return | -12.50% | 52.99%-65.5pp | 29.74%-42.2pp | 417.96%-430.5pp |
| Employer contribution / active EE | $517 | $5,571-90.7% | $4,176-87.6% | $4,740-89.1% |
| Participant deferral / active EE | $487 | $4,818-89.9% | $4,070-88.0% | $6,400-92.4% |
| Admin fee / account holder | $20 | $7,004-99.7% | $5,645-99.6% | $11,426-99.8% |