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 | $45,513 | $133,958-66.0% | $112,228-59.4% | $134,475-66.2% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.1%-16.2pp | 81.2%-22.4pp |
| Annual return | -19.14% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,284 | $4,038-68.2% | $3,635-64.7% | $4,740-72.9% |
| Participant deferral / active EE | $3,025 | $5,291-42.8% | $4,728-36.0% | $6,400-52.7% |
| Admin fee / account holder | $25 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |