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 | $30,341 | $71,883-57.8% | $86,677-65.0% | $68,494-55.7% |
| Participation rate | 50.7% | 72.2%-21.5pp | 76.6%-25.9pp | 67.9%-17.2pp |
| Annual return | -18.28% | 3.52%-21.8pp | 35.91%-54.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,313 | $2,173-39.6% | $2,836-53.7% | $2,596-49.4% |
| Participant deferral / active EE | $2,130 | $3,779-43.6% | $4,656-54.3% | $4,027-47.1% |
| Admin fee / account holder | $1 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |