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 | $32,027 | $190,805-83.2% | $159,960-80.0% | $134,475-76.2% |
| Participation rate | 57.1% | 81.9%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -16.85% | 552.23%-569.1pp | 408.60%-425.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,073 | $4,995-38.5% | $4,226-27.3% | $4,740-35.2% |
| Participant deferral / active EE | $3,894 | $6,923-43.8% | $6,182-37.0% | $6,400-39.2% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |