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 | $35,587 | $75,828-53.1% | $147,614-75.9% | $59,632-40.3% |
| Participation rate | 60.8% | 71.6%-10.7pp | 84.6%-23.8pp | 68.7%-7.8pp |
| Annual return | -1.13% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $800 | $3,485-77.1% | $5,564-85.6% | $2,203-63.7% |
| Participant deferral / active EE | $1,358 | $3,130-56.6% | $4,895-72.3% | $3,192-57.5% |
| Admin fee / account holder | $294 | $5,985-95.1% | $11,611-97.5% | $4,297-93.2% |