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 | $43,837 | $127,100-65.5% | $105,738-58.5% | $135,375-67.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 76.3%-16.3pp | 82.6%-22.6pp |
| Annual return | -7.92% | 4.49%-12.4pp | 6.27%-14.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,667 | $4,107-35.1% | $3,268-18.4% | $4,779-44.2% |
| Participant deferral / active EE | $4,793 | $5,064-5.4% | $4,080+17.5% | $5,609-14.5% |
| Admin fee / account holder | $263 | $9,087-97.1% | $6,913-96.2% | $10,827-97.6% |