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 | $53,778 | $105,860-49.2% | $90,749-40.7% | $134,475-60.0% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -14.07% | -11.01%-3.1pp | -12.16%-1.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $640 | $3,462-81.5% | $2,921-78.1% | $4,740-86.5% |
| Participant deferral / active EE | $6,917 | $5,216+32.6% | $4,564+51.5% | $6,400+8.1% |
| Admin fee / account holder | $40 | $13,938-99.7% | $8,445-99.5% | $11,426-99.6% |