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 | $23,697 | $30,732-22.9% | $59,496-60.2% | $59,632-60.3% |
| Participation rate | 51.2% | 43.2%+8.0pp | 54.6%-3.3pp | 68.7%-17.5pp |
| Annual return | -2.10% | 4.47%-6.6pp | 182.05%-184.2pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $305 | $631-51.6% | $1,153-73.5% | $2,203-86.1% |
| Participant deferral / active EE | $1,222 | $1,183+3.3% | $1,829-33.2% | $3,192-61.7% |
| Admin fee / account holder | $288 | $2,136-86.5% | $2,232-87.1% | $4,297-93.3% |