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 | $63,554 | $138,044-54.0% | $125,339-49.3% | $134,475-52.7% |
| Participation rate | 44.4% | 84.5%-40.0pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -19.33% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,887 | $5,243-64.0% | $4,814-60.8% | $4,740-60.2% |
| Participant deferral / active EE | $2,956 | $7,799-62.1% | $7,446-60.3% | $6,400-53.8% |
| Admin fee / account holder | $7 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |