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 | $18,885 | $158,817-88.1% | $121,196-84.4% | $135,375-86.0% |
| Participation rate | 42.9% | 79.3%-36.4pp | 71.7%-28.9pp | 82.6%-39.8pp |
| Annual return | -8.65% | -0.64%-8.0pp | 16.93%-25.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $298 | $5,665-94.7% | $4,022-92.6% | $4,779-93.8% |
| Participant deferral / active EE | $556 | $4,005-86.1% | $3,344-83.4% | $5,609-90.1% |
| Admin fee / account holder | $146 | $6,512-97.8% | $5,019-97.1% | $10,827-98.7% |