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 | $49,302 | $113,935-56.7% | $94,224-47.7% | $125,391-60.7% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -0.82% | 5.29%-6.1pp | 10.68%-11.5pp | 282.22%-283.0pp |
| Employer contribution / active EE | $917 | $4,727-80.6% | $3,587-74.4% | $4,866-81.2% |
| Participant deferral / active EE | $3,157 | $5,179-39.0% | $4,320-26.9% | $5,352-41.0% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |