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 | $51,063 | $133,958-61.9% | $112,228-54.5% | $134,475-62.0% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -20.19% | 47.11%-67.3pp | 27.45%-47.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $900 | $4,038-77.7% | $3,635-75.2% | $4,740-81.0% |
| Participant deferral / active EE | $2,644 | $5,291-50.0% | $4,728-44.1% | $6,400-58.7% |
| Admin fee / account holder | $115 | $7,489-98.5% | $6,410-98.2% | $11,426-99.0% |