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 | $47,159 | $90,600-47.9% | $79,464-40.7% | $135,375-65.2% |
| Participation rate | 45.0% | 76.0%-31.0pp | 73.3%-28.3pp | 82.6%-37.6pp |
| Annual return | -8.38% | 977.43%-985.8pp | 718.14%-726.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $293 | $3,068-90.4% | $2,800-89.5% | $4,779-93.9% |
| Participant deferral / active EE | $1,772 | $4,050-56.2% | $3,704-52.2% | $5,609-68.4% |
| Admin fee / account holder | $288 | $5,907-95.1% | $5,113-94.4% | $10,827-97.3% |