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 | $50,994 | $167,307-69.5% | $143,757-64.5% | $134,475-62.1% |
| Participation rate | 41.7% | 84.8%-43.1pp | 80.3%-38.6pp | 81.2%-39.6pp |
| Annual return | -16.39% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,486 | $5,619-38.0% | $4,951-29.6% | $4,740-26.5% |
| Participant deferral / active EE | $3,315 | $6,446-48.6% | $5,637-41.2% | $6,400-48.2% |
| Admin fee / account holder | $200 | $18,088-98.9% | $14,673-98.6% | $11,426-98.3% |