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 | $31,907 | $82,630-61.4% | $64,105-50.2% | $125,391-74.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -3.09% | 1489.72%-1492.8pp | 791.24%-794.3pp | 282.22%-285.3pp |
| Employer contribution / active EE | $2,191 | $2,671-18.0% | $1,820+20.4% | $4,866-55.0% |
| Participant deferral / active EE | $3,868 | $3,608+7.2% | $2,822+37.1% | $5,352-27.7% |
| Admin fee / account holder | $24 | $6,382-99.6% | $4,499-99.5% | $9,540-99.7% |