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 | $32,074 | $158,817-79.8% | $121,196-73.5% | $135,375-76.3% |
| Participation rate | 31.8% | 79.3%-47.5pp | 71.7%-39.9pp | 82.6%-50.8pp |
| Annual return | -8.21% | -0.64%-7.6pp | 16.93%-25.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $353 | $5,665-93.8% | $4,022-91.2% | $4,779-92.6% |
| Participant deferral / active EE | $1,656 | $4,005-58.7% | $3,344-50.5% | $5,609-70.5% |
| Admin fee / account holder | $4 | $6,512-99.9% | $5,019-99.9% | $10,827-100.0% |