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 | $31,660 | $72,177-56.1% | $115,037-72.5% | $59,632-46.9% |
| Participation rate | 64.2% | 72.6%-8.4pp | 81.4%-17.2pp | 68.7%-4.5pp |
| Annual return | 0.85% | 12.02%-11.2pp | 26.14%-25.3pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,361 | $4,783+12.1% | $6,026-11.0% | $3,192+68.0% |
| Admin fee / account holder | $93 | $4,927-98.1% | $8,175-98.9% | $4,297-97.8% |