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 | $37,843 | $127,386-70.3% | $115,037-67.1% | $125,391-69.8% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | 0.07% | 31.28%-31.2pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,278 | $5,166-75.3% | $4,608-72.3% | $4,866-73.7% |
| Participant deferral / active EE | $3,047 | $6,423-52.6% | $6,026-49.4% | $5,352-43.1% |
| Admin fee / account holder | $26 | $9,516-99.7% | $8,175-99.7% | $9,540-99.7% |