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 | $28,156 | $93,024-69.7% | $77,024-63.4% | $134,475-79.1% |
| Participation rate | 54.5% | 74.5%-19.9pp | 67.9%-13.4pp | 81.2%-26.7pp |
| Annual return | -8.79% | 62.60%-71.4pp | 42.32%-51.1pp | 417.96%-426.8pp |
| Employer contribution / active EE | $814 | $3,418-76.2% | $2,812-71.1% | $4,740-82.8% |
| Participant deferral / active EE | $1,963 | $5,238-62.5% | $4,426-55.7% | $6,400-69.3% |
| Admin fee / account holder | $217 | $6,944-96.9% | $5,425-96.0% | $11,426-98.1% |