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 | $48,982 | $190,805-74.3% | $159,960-69.4% | $134,475-63.6% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -17.79% | 552.23%-570.0pp | 408.60%-426.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,194 | $4,995-76.1% | $4,226-71.7% | $4,740-74.8% |
| Participant deferral / active EE | $4,254 | $6,923-38.6% | $6,182-31.2% | $6,400-33.5% |
| Admin fee / account holder | $239 | $10,471-97.7% | $8,698-97.3% | $11,426-97.9% |