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 | $30,116 | $69,518-56.7% | $59,878-49.7% | $135,375-77.8% |
| Participation rate | 30.8% | 77.8%-47.1pp | 74.7%-43.9pp | 82.6%-51.9pp |
| Annual return | -5.16% | 7.94%-13.1pp | 3.46%-8.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $606 | $3,235-81.3% | $2,722-77.8% | $4,779-87.3% |
| Participant deferral / active EE | $2,316 | $4,206-44.9% | $3,402-31.9% | $5,609-58.7% |
| Admin fee / account holder | $275 | $5,734-95.2% | $3,590-92.3% | $10,827-97.5% |