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 | $29,643 | $190,805-84.5% | $159,960-81.5% | $134,475-78.0% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -18.16% | 552.23%-570.4pp | 408.60%-426.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,095 | $4,995-78.1% | $4,226-74.1% | $4,740-76.9% |
| Participant deferral / active EE | $2,541 | $6,923-63.3% | $6,182-58.9% | $6,400-60.3% |
| Admin fee / account holder | $12 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |