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 | $43,852 | $133,958-67.3% | $112,228-60.9% | $134,475-67.4% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -19.50% | 47.11%-66.6pp | 27.45%-47.0pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,615 | $4,038-60.0% | $3,635-55.6% | $4,740-65.9% |
| Participant deferral / active EE | $6,293 | $5,291+19.0% | $4,728+33.1% | $6,400-1.7% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |