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 | $79,167 | $99,032-20.1% | $80,019-1.1% | $135,375-41.5% |
| Participation rate | 29.4% | 78.4%-48.9pp | 75.8%-46.4pp | 82.6%-53.2pp |
| Annual return | -7.89% | 15.39%-23.3pp | 11.22%-19.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $534 | $3,043-82.5% | $2,468-78.4% | $4,779-88.8% |
| Participant deferral / active EE | $2,223 | $4,282-48.1% | $3,686-39.7% | $5,609-60.4% |
| Admin fee / account holder | $41 | $10,436-99.6% | $6,521-99.4% | $10,827-99.6% |