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 | $24,799 | $92,703-73.2% | $82,719-70.0% | $134,475-81.6% |
| Participation rate | 68.4% | 75.2%-6.8pp | 72.6%-4.1pp | 81.2%-12.8pp |
| Annual return | -14.43% | 944.92%-959.4pp | 701.18%-715.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,673 | $3,274-48.9% | $3,009-44.4% | $4,740-64.7% |
| Participant deferral / active EE | $2,507 | $4,802-47.8% | $4,395-43.0% | $6,400-60.8% |
| Admin fee / account holder | $296 | $5,983-95.1% | $5,329-94.4% | $11,426-97.4% |