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 | $39,239 | $57,354-31.6% | $83,848-53.2% | $64,186-38.9% |
| Participation rate | 65.7% | 68.6%-2.9pp | 76.1%-10.4pp | 69.6%-3.9pp |
| Annual return | -7.01% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,168 | $2,545-54.1% | $3,631-67.8% | $2,381-50.9% |
| Participant deferral / active EE | $1,667 | $2,993-44.3% | $4,082-59.1% | $3,470-51.9% |
| Admin fee / account holder | $215 | $4,046-94.7% | $5,478-96.1% | $4,888-95.6% |