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 | $49,035 | $73,867-33.6% | $143,757-65.9% | $68,494-28.4% |
| Participation rate | 43.3% | 66.7%-23.3pp | 80.3%-37.0pp | 67.9%-24.6pp |
| Annual return | -18.79% | 1.01%-19.8pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $685 | $3,184-78.5% | $4,951-86.2% | $2,596-73.6% |
| Participant deferral / active EE | $1,615 | $3,384-52.3% | $5,637-71.3% | $4,027-59.9% |
| Admin fee / account holder | $149 | $5,755-97.4% | $14,673-99.0% | $5,403-97.2% |