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 | $18,231 | $158,817-88.5% | $121,196-85.0% | $135,375-86.5% |
| Participation rate | 46.7% | 79.3%-32.6pp | 71.7%-25.1pp | 82.6%-36.0pp |
| Annual return | -8.14% | -0.64%-7.5pp | 16.93%-25.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $454 | $5,665-92.0% | $4,022-88.7% | $4,779-90.5% |
| Participant deferral / active EE | $774 | $4,005-80.7% | $3,344-76.9% | $5,609-86.2% |
| Admin fee / account holder | $296 | $6,512-95.4% | $5,019-94.1% | $10,827-97.3% |