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 9-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 | $28,021 | $60,349-53.6% | $74,183-62.2% | $62,891-55.4% |
| Participation rate | 69.5% | 72.7%-3.2pp | 76.6%-7.1pp | 69.3%+0.2pp |
| Annual return | 0.00% | 21.37%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,756 | $1,680+4.5% | $2,370-25.9% | $2,281-23.0% |
| Participant deferral / active EE | $3,434 | $2,856+20.2% | $3,550-3.3% | $3,203+7.2% |
| Admin fee / account holder | $22 | $4,261-99.5% | $5,586-99.6% | $4,296-99.5% |