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 | $57,833 | $167,307-65.4% | $143,757-59.8% | $134,475-57.0% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -14.97% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,650 | $5,619-70.6% | $4,951-66.7% | $4,740-65.2% |
| Participant deferral / active EE | $8,793 | $6,446+36.4% | $5,637+56.0% | $6,400+37.4% |
| Admin fee / account holder | $76 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |