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 | $36,187 | $95,193-62.0% | $76,523-52.7% | $135,375-73.3% |
| Participation rate | 41.2% | 74.4%-33.2pp | 68.0%-26.8pp | 82.6%-41.5pp |
| Annual return | -6.28% | 4.85%-11.1pp | -0.27%-6.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $360 | $3,302-89.1% | $2,647-86.4% | $4,779-92.5% |
| Participant deferral / active EE | $2,940 | $4,639-36.6% | $3,835-23.4% | $5,609-47.6% |
| Admin fee / account holder | $20 | $6,249-99.7% | $4,848-99.6% | $10,827-99.8% |