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 | $77,675 | $158,817-51.1% | $121,196-35.9% | $135,375-42.6% |
| Participation rate | 36.4% | 79.3%-42.9pp | 71.7%-35.4pp | 82.6%-46.3pp |
| Annual return | -7.72% | -0.64%-7.1pp | 16.93%-24.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $811 | $5,665-85.7% | $4,022-79.8% | $4,779-83.0% |
| Participant deferral / active EE | $3,399 | $4,005-15.1% | $3,344+1.6% | $5,609-39.4% |
| Admin fee / account holder | $48 | $6,512-99.3% | $5,019-99.1% | $10,827-99.6% |