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 | $39,586 | $167,307-76.3% | $143,757-72.5% | $134,475-70.6% |
| Participation rate | 47.1% | 84.8%-37.8pp | 80.3%-33.2pp | 81.2%-34.2pp |
| Annual return | -16.99% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $9,846 | $5,619+75.2% | $4,951+98.9% | $4,740+107.7% |
| Participant deferral / active EE | $8,298 | $6,446+28.7% | $5,637+47.2% | $6,400+29.7% |
| Admin fee / account holder | $158 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |