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 | $33,809 | $133,958-74.8% | $112,228-69.9% | $134,475-74.9% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -19.96% | 47.11%-67.1pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,145 | $4,038-46.9% | $3,635-41.0% | $4,740-54.7% |
| Participant deferral / active EE | $4,555 | $5,291-13.9% | $4,728-3.7% | $6,400-28.8% |
| Admin fee / account holder | $30 | $7,489-99.6% | $6,410-99.5% | $11,426-99.7% |