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 | $29,510 | $52,681-44.0% | $75,781-61.1% | $59,632-50.5% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.8%-15.8pp | 68.7%-8.7pp |
| Annual return | -2.91% | 2.95%-5.9pp | 9.68%-12.6pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $664 | $2,193-69.7% | $3,323-80.0% | $2,203-69.8% |
| Participant deferral / active EE | $1,616 | $2,591-37.6% | $3,651-55.7% | $3,192-49.4% |
| Admin fee / account holder | $17 | $3,610-99.5% | $5,299-99.7% | $4,297-99.6% |