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 | $37,370 | $152,509-75.5% | $117,472-68.2% | $134,475-72.2% |
| Participation rate | 36.8% | 77.1%-40.2pp | 70.6%-33.7pp | 81.2%-44.4pp |
| Annual return | -14.03% | 52.99%-67.0pp | 29.74%-43.8pp | 417.96%-432.0pp |
| Employer contribution / active EE | $618 | $5,571-88.9% | $4,176-85.2% | $4,740-87.0% |
| Participant deferral / active EE | $2,036 | $4,818-57.7% | $4,070-50.0% | $6,400-68.2% |
| Admin fee / account holder | $205 | $7,004-97.1% | $5,645-96.4% | $11,426-98.2% |