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 | $27,992 | $59,805-53.2% | $79,550-64.8% | $68,494-59.1% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | 28.36% | -12.30%+40.7pp | 0.16%+28.2pp | -7.84%+36.2pp |
| Employer contribution / active EE | $806 | $1,505-46.4% | $2,413-66.6% | $2,596-69.0% |
| Participant deferral / active EE | $4,107 | $3,024+35.8% | $3,985+3.1% | $4,027+2.0% |
| Admin fee / account holder | $128 | $4,835-97.3% | $6,832-98.1% | $5,403-97.6% |