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 | $33,093 | $76,000-56.5% | $154,107-78.5% | $64,186-48.4% |
| Participation rate | 53.1% | 70.4%-17.4pp | 83.0%-30.0pp | 69.6%-16.5pp |
| Annual return | -7.60% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $993 | $3,351-70.4% | $5,298-81.3% | $2,381-58.3% |
| Participant deferral / active EE | $3,286 | $3,175+3.5% | $5,081-35.3% | $3,470-5.3% |
| Admin fee / account holder | $176 | $5,596-96.9% | $13,411-98.7% | $4,888-96.4% |