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 | $30,195 | $97,044-68.9% | $83,333-63.8% | $135,375-77.7% |
| Participation rate | 62.5% | 80.4%-17.9pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -8.38% | 12.31%-20.7pp | 10.63%-19.0pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,797 | $4,143-56.6% | $3,379-46.8% | $4,779-62.4% |
| Participant deferral / active EE | $5,393 | $5,964-9.6% | $5,565-3.1% | $5,609-3.8% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |