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 | $34,950 | $49,177-28.9% | $79,464-56.0% | $64,186-45.5% |
| Participation rate | 11.1% | 65.0%-53.9pp | 73.3%-62.2pp | 69.6%-58.5pp |
| Annual return | -7.48% | -1.16%-6.3pp | 718.14%-725.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $419 | $2,076-79.8% | $2,800-85.0% | $2,381-82.4% |
| Participant deferral / active EE | $3,726 | $2,821+32.1% | $3,704+0.6% | $3,470+7.4% |
| Admin fee / account holder | $278 | $3,839-92.8% | $5,113-94.6% | $4,888-94.3% |