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 | $29,943 | $57,354-47.8% | $83,848-64.3% | $64,186-53.3% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -7.90% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,064 | $2,545-58.2% | $3,631-70.7% | $2,381-55.3% |
| Participant deferral / active EE | $2,265 | $2,993-24.3% | $4,082-44.5% | $3,470-34.7% |
| Admin fee / account holder | $278 | $4,046-93.1% | $5,478-94.9% | $4,888-94.3% |