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 | $29,045 | $135,952-78.6% | $123,892-76.6% | $273,961-89.4% |
| Participation rate | 28.6% | 84.1%-55.5pp | 81.4%-52.8pp | 83.0%-54.4pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,585 | $5,170-69.3% | $4,617-65.7% | $4,869-67.4% |
| Participant deferral / active EE | $6,653 | $6,343+4.9% | $5,984+11.2% | $5,287+25.8% |
| Admin fee / account holder | $16 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |