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 | $35,579 | $92,703-61.6% | $82,719-57.0% | $134,475-73.5% |
| Participation rate | 46.7% | 75.2%-28.5pp | 72.6%-25.9pp | 81.2%-34.6pp |
| Annual return | -18.62% | 944.92%-963.5pp | 701.18%-719.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $649 | $3,274-80.2% | $3,009-78.4% | $4,740-86.3% |
| Participant deferral / active EE | $1,705 | $4,802-64.5% | $4,395-61.2% | $6,400-73.4% |
| Admin fee / account holder | $198 | $5,983-96.7% | $5,329-96.3% | $11,426-98.3% |