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 | $27,313 | $158,817-82.8% | $121,196-77.5% | $135,375-79.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.7%-21.7pp | 82.6%-32.6pp |
| Annual return | -8.85% | -0.64%-8.2pp | 16.93%-25.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,756 | $5,665-69.0% | $4,022-56.3% | $4,779-63.3% |
| Participant deferral / active EE | $2,634 | $4,005-34.2% | $3,344-21.3% | $5,609-53.0% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |