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 | $81,496 | $211,958-61.6% | $169,463-51.9% | $135,375-39.8% |
| Participation rate | 63.2% | 82.6%-19.5pp | 77.8%-14.6pp | 82.6%-19.5pp |
| Annual return | -6.21% | 3.26%-9.5pp | 1.83%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $555 | $5,120-89.2% | $4,159-86.6% | $4,779-88.4% |
| Participant deferral / active EE | $3,237 | $6,075-46.7% | $5,277-38.6% | $5,609-42.3% |
| Admin fee / account holder | $266 | $11,471-97.7% | $9,109-97.1% | $10,827-97.5% |