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 | $42,159 | $92,703-54.5% | $82,719-49.0% | $134,475-68.6% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -7.61% | 944.92%-952.5pp | 701.18%-708.8pp | 417.96%-425.6pp |
| Employer contribution / active EE | $1,866 | $3,274-43.0% | $3,009-38.0% | $4,740-60.6% |
| Participant deferral / active EE | $3,028 | $4,802-37.0% | $4,395-31.1% | $6,400-52.7% |
| Admin fee / account holder | $4 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |