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 | $48,751 | $95,971-49.2% | $74,550-34.6% | $135,375-64.0% |
| Participation rate | 20.0% | 75.7%-55.7pp | 69.1%-49.1pp | 82.6%-62.6pp |
| Annual return | -1.17% | 56.96%-58.1pp | 32.53%-33.7pp | 519.73%-520.9pp |
| Employer contribution / active EE | $715 | $2,716-73.7% | $1,961-63.5% | $4,779-85.0% |
| Participant deferral / active EE | $1,537 | $3,843-60.0% | $3,108-50.6% | $5,609-72.6% |
| Admin fee / account holder | $27 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |