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 | $33,847 | $99,032-65.8% | $80,019-57.7% | $135,375-75.0% |
| Participation rate | 69.2% | 78.4%-9.1pp | 75.8%-6.6pp | 82.6%-13.4pp |
| Annual return | -6.56% | 15.39%-21.9pp | 11.22%-17.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,778 | $3,043-8.7% | $2,468+12.6% | $4,779-41.9% |
| Participant deferral / active EE | $3,744 | $4,282-12.6% | $3,686+1.6% | $5,609-33.3% |
| Admin fee / account holder | $7 | $10,436-99.9% | $6,521-99.9% | $10,827-99.9% |