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 | $44,421 | $190,805-76.7% | $159,960-72.2% | $134,475-67.0% |
| Participation rate | 55.6% | 81.9%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | -16.75% | 552.23%-569.0pp | 408.60%-425.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,463 | $4,995-70.7% | $4,226-65.4% | $4,740-69.1% |
| Participant deferral / active EE | $3,113 | $6,923-55.0% | $6,182-49.6% | $6,400-51.4% |
| Admin fee / account holder | $24 | $10,471-99.8% | $8,698-99.7% | $11,426-99.8% |