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 | $29,488 | $77,813-62.1% | $123,544-76.1% | $64,186-54.1% |
| Participation rate | 60.3% | 74.7%-14.4pp | 82.3%-21.9pp | 69.6%-9.2pp |
| Annual return | -3.86% | 12.48%-16.3pp | 119.20%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $660 | $3,014-78.1% | $4,628-85.7% | $2,381-72.3% |
| Participant deferral / active EE | $3,815 | $5,240-27.2% | $6,426-40.6% | $3,470+10.0% |
| Admin fee / account holder | $185 | $5,519-96.6% | $9,284-98.0% | $4,888-96.2% |