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 | $18,097 | $73,867-75.5% | $143,757-87.4% | $68,494-73.6% |
| Participation rate | 52.0% | 66.7%-14.7pp | 80.3%-28.3pp | 67.9%-15.9pp |
| Annual return | -13.79% | 1.01%-14.8pp | -0.04%-13.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $930 | $3,184-70.8% | $4,951-81.2% | $2,596-64.2% |
| Participant deferral / active EE | $3,852 | $3,384+13.8% | $5,637-31.7% | $4,027-4.3% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |