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 | $28,389 | $84,527-66.4% | $67,711-58.1% | $125,391-77.4% |
| Participation rate | 60.0% | 74.8%-14.8pp | 67.5%-7.5pp | 83.2%-23.2pp |
| Annual return | -3.61% | 2.57%-6.2pp | 25.41%-29.0pp | 282.22%-285.8pp |
| Employer contribution / active EE | $758 | $3,292-77.0% | $2,559-70.4% | $4,866-84.4% |
| Participant deferral / active EE | $1,300 | $4,429-70.6% | $3,585-63.7% | $5,352-75.7% |
| Admin fee / account holder | $167 | $5,340-96.9% | $4,255-96.1% | $9,540-98.3% |