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 | $19,557 | $103,949-81.2% | $69,182-71.7% | $273,961-92.9% |
| Participation rate | 42.9% | 67.4%-24.5pp | 55.1%-12.3pp | 83.0%-40.2pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.45%-41.5pp |
| Employer contribution / active EE | $266 | $1,783-85.1% | $1,206-77.9% | $4,869-94.5% |
| Participant deferral / active EE | $366 | $2,716-86.5% | $1,897-80.7% | $5,287-93.1% |
| Admin fee / account holder | $265 | $3,671-92.8% | $2,697-90.2% | $10,132-97.4% |