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 | $33,422 | $82,286-59.4% | $68,791-51.4% | $134,475-75.1% |
| Participation rate | 47.8% | 75.1%-27.2pp | 69.0%-21.2pp | 81.2%-33.4pp |
| Annual return | -17.47% | -2.19%-15.3pp | -6.38%-11.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,426 | $3,301-56.8% | $2,655-46.3% | $4,740-69.9% |
| Participant deferral / active EE | $2,270 | $4,739-52.1% | $3,941-42.4% | $6,400-64.5% |
| Admin fee / account holder | $56 | $6,481-99.1% | $4,932-98.9% | $11,426-99.5% |