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 | $41,175 | $84,695-51.4% | $73,843-44.2% | $125,391-67.2% |
| Participation rate | 56.3% | 76.8%-20.5pp | 73.4%-17.2pp | 83.2%-26.9pp |
| Annual return | 0.67% | 3123.53%-3122.9pp | 2267.84%-2267.2pp | 282.22%-281.6pp |
| Employer contribution / active EE | $1,059 | $3,123-66.1% | $2,787-62.0% | $4,866-78.2% |
| Participant deferral / active EE | $1,072 | $3,992-73.2% | $3,583-70.1% | $5,352-80.0% |
| Admin fee / account holder | $13 | $5,691-99.8% | $4,880-99.7% | $9,540-99.9% |