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 | $56,168 | $87,705-36.0% | $63,517-11.6% | $125,391-55.2% |
| Participation rate | 52.9% | 77.0%-24.1pp | 71.0%-18.1pp | 83.2%-30.2pp |
| Annual return | -1.73% | 21.70%-23.4pp | -70.30%+68.6pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,693 | $3,601-53.0% | $2,322-27.1% | $4,866-65.2% |
| Participant deferral / active EE | $4,504 | $3,939+14.3% | $2,953+52.5% | $5,352-15.8% |
| Admin fee / account holder | $8 | $11,948-99.9% | $5,892-99.9% | $9,540-99.9% |