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 | $51,475 | $133,958-61.6% | $112,228-54.1% | $134,475-61.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -16.56% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $955 | $4,038-76.3% | $3,635-73.7% | $4,740-79.8% |
| Participant deferral / active EE | $3,243 | $5,291-38.7% | $4,728-31.4% | $6,400-49.3% |
| Admin fee / account holder | $19 | $7,489-99.8% | $6,410-99.7% | $11,426-99.8% |