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 | $18,563 | $43,723-57.5% | $121,196-84.7% | $64,186-71.1% |
| Participation rate | 48.0% | 58.3%-10.3pp | 71.7%-23.7pp | 69.6%-21.6pp |
| Annual return | -5.84% | 68.91%-74.7pp | 16.93%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $542 | $1,296-58.2% | $4,022-86.5% | $2,381-77.2% |
| Participant deferral / active EE | $2,460 | $2,280+7.9% | $3,344-26.4% | $3,470-29.1% |
| Admin fee / account holder | $241 | $3,501-93.1% | $5,019-95.2% | $4,888-95.1% |