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 | $26,005 | $65,703-60.4% | $94,224-72.4% | $59,632-56.4% |
| Participation rate | 28.6% | 72.1%-43.5pp | 78.8%-50.2pp | 68.7%-40.1pp |
| Annual return | 0.08% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,709 | $3,143+18.0% | $4,320-14.1% | $3,192+16.2% |
| Admin fee / account holder | $140 | $4,264-96.7% | $6,269-97.8% | $4,297-96.8% |