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 5-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 | $27,723 | $81,900-66.1% | $119,609-76.8% | $68,494-59.5% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -14.97% | -23.82%+8.8pp | -14.97%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,955 | $2,693-27.4% | $4,232-53.8% | $2,596-24.7% |
| Participant deferral / active EE | $3,221 | $4,148-22.3% | $5,602-42.5% | $4,027-20.0% |
| Admin fee / account holder | $202 | $6,582-96.9% | $10,323-98.0% | $5,403-96.3% |