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 | $31,999 | $95,193-66.4% | $76,523-58.2% | $135,375-76.4% |
| Participation rate | 62.5% | 74.4%-11.9pp | 68.0%-5.5pp | 82.6%-20.1pp |
| Annual return | -7.90% | 4.85%-12.8pp | -0.27%-7.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,151 | $3,302-34.9% | $2,647-18.7% | $4,779-55.0% |
| Participant deferral / active EE | $3,329 | $4,639-28.2% | $3,835-13.2% | $5,609-40.6% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |