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 | $28,406 | $57,354-50.5% | $83,848-66.1% | $64,186-55.7% |
| Participation rate | 42.0% | 68.6%-26.6pp | 76.1%-34.1pp | 69.6%-27.6pp |
| Annual return | -6.30% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $874 | $2,545-65.7% | $3,631-75.9% | $2,381-63.3% |
| Participant deferral / active EE | $2,148 | $2,993-28.2% | $4,082-47.4% | $3,470-38.1% |
| Admin fee / account holder | $159 | $4,046-96.1% | $5,478-97.1% | $4,888-96.8% |