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 7-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 | $30,016 | $64,707-53.6% | $112,228-73.3% | $68,494-56.2% |
| Participation rate | 48.3% | 67.2%-18.9pp | 75.1%-26.8pp | 67.9%-19.6pp |
| Annual return | 15.08% | -11.40%+26.5pp | 27.45%-12.4pp | -7.84%+22.9pp |
| Employer contribution / active EE | $1,113 | $2,746-59.5% | $3,635-69.4% | $2,596-57.1% |
| Participant deferral / active EE | $2,051 | $3,565-42.5% | $4,728-56.6% | $4,027-49.1% |
| Admin fee / account holder | $114 | $5,232-97.8% | $6,410-98.2% | $5,403-97.9% |