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 | $14,436 | $76,000-81.0% | $154,107-90.6% | $64,186-77.5% |
| Participation rate | 43.8% | 70.4%-26.7pp | 83.0%-39.3pp | 69.6%-25.8pp |
| Annual return | -3.90% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $991 | $3,351-70.4% | $5,298-81.3% | $2,381-58.4% |
| Participant deferral / active EE | $1,781 | $3,175-43.9% | $5,081-64.9% | $3,470-48.7% |
| Admin fee / account holder | $114 | $5,596-98.0% | $13,411-99.2% | $4,888-97.7% |