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 | $17,826 | $46,360-61.5% | $147,614-87.9% | $52,331-65.9% |
| Participation rate | 51.2% | 64.9%-13.8pp | 84.6%-33.4pp | 68.1%-16.9pp |
| Annual return | 0.10% | 1.62%-1.5pp | 61.98%-61.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $352 | $2,126-83.5% | $5,564-93.7% | $1,882-81.3% |
| Participant deferral / active EE | $1,627 | $2,258-27.9% | $4,895-66.8% | $3,022-46.2% |
| Admin fee / account holder | $142 | $766-81.4% | $11,611-98.8% | $592-76.0% |