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 | $42,027 | $127,386-67.0% | $115,037-63.5% | $125,391-66.5% |
| Participation rate | 54.5% | 84.2%-29.6pp | 81.4%-26.8pp | 83.2%-28.6pp |
| Annual return | 0.23% | 31.28%-31.1pp | 26.14%-25.9pp | 282.22%-282.0pp |
| Employer contribution / active EE | $4,189 | $5,166-18.9% | $4,608-9.1% | $4,866-13.9% |
| Participant deferral / active EE | $6,127 | $6,423-4.6% | $6,026+1.7% | $5,352+14.5% |
| Admin fee / account holder | $184 | $9,516-98.1% | $8,175-97.8% | $9,540-98.1% |