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 | $99,406 | $133,958-25.8% | $112,228-11.4% | $134,475-26.1% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -14.03% | 47.11%-61.1pp | 27.45%-41.5pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,349 | $4,038-66.6% | $3,635-62.9% | $4,740-71.5% |
| Participant deferral / active EE | $1,722 | $5,291-67.4% | $4,728-63.6% | $6,400-73.1% |
| Admin fee / account holder | $9 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |