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 | $19,855 | $95,193-79.1% | $76,523-74.1% | $135,375-85.3% |
| Participation rate | 42.9% | 74.4%-31.5pp | 68.0%-25.1pp | 82.6%-39.8pp |
| Annual return | -8.58% | 4.85%-13.4pp | -0.27%-8.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $567 | $3,302-82.8% | $2,647-78.6% | $4,779-88.1% |
| Participant deferral / active EE | $4,114 | $4,639-11.3% | $3,835+7.3% | $5,609-26.7% |
| Admin fee / account holder | $230 | $6,249-96.3% | $4,848-95.3% | $10,827-97.9% |