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 | $28,948 | $158,817-81.8% | $121,196-76.1% | $135,375-78.6% |
| Participation rate | 25.0% | 79.3%-54.3pp | 71.7%-46.7pp | 82.6%-57.6pp |
| Annual return | -6.27% | -0.64%-5.6pp | 16.93%-23.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $141 | $5,665-97.5% | $4,022-96.5% | $4,779-97.0% |
| Participant deferral / active EE | $1,455 | $4,005-63.7% | $3,344-56.5% | $5,609-74.1% |
| Admin fee / account holder | $1 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |