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 | $37,091 | $167,307-77.8% | $143,757-74.2% | $134,475-72.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.94% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,394 | $5,619-57.4% | $4,951-51.6% | $4,740-49.5% |
| Participant deferral / active EE | $10,525 | $6,446+63.3% | $5,637+86.7% | $6,400+64.5% |
| Admin fee / account holder | $87 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |