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 | $19,371 | $95,193-79.7% | $76,523-74.7% | $135,375-85.7% |
| Participation rate | 36.8% | 74.4%-37.5pp | 68.0%-31.2pp | 82.6%-45.8pp |
| Annual return | -9.06% | 4.85%-13.9pp | -0.27%-8.8pp | 519.73%-528.8pp |
| Employer contribution / active EE | $780 | $3,302-76.4% | $2,647-70.5% | $4,779-83.7% |
| Participant deferral / active EE | $1,847 | $4,639-60.2% | $3,835-51.8% | $5,609-67.1% |
| Admin fee / account holder | $14 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |