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 | $30,328 | $211,958-85.7% | $169,463-82.1% | $135,375-77.6% |
| Participation rate | 12.5% | 82.6%-70.1pp | 77.8%-65.3pp | 82.6%-70.1pp |
| Annual return | -8.05% | 3.26%-11.3pp | 1.83%-9.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $501 | $5,120-90.2% | $4,159-88.0% | $4,779-89.5% |
| Participant deferral / active EE | $1,448 | $6,075-76.2% | $5,277-72.6% | $5,609-74.2% |
| Admin fee / account holder | $11 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |