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 | $28,811 | $92,222-68.8% | $76,768-62.5% | $135,375-78.7% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -1.16% | 5.46%-6.6pp | 2.43%-3.6pp | 519.73%-520.9pp |
| Employer contribution / active EE | $877 | $3,216-72.7% | $2,485-64.7% | $4,779-81.7% |
| Participant deferral / active EE | $2,481 | $4,509-45.0% | $3,852-35.6% | $5,609-55.8% |
| Admin fee / account holder | $5 | $10,748-100.0% | $6,675-99.9% | $10,827-100.0% |