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 6-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 | $21,717 | $104,106-79.1% | $71,086-69.4% | $135,375-84.0% |
| Participation rate | 25.0% | 65.7%-40.7pp | 54.7%-29.7pp | 82.6%-57.6pp |
| Annual return | -10.88% | 1256.30%-1267.2pp | 650.59%-661.5pp | 519.73%-530.6pp |
| Employer contribution / active EE | $500 | $1,485-66.3% | $1,088-54.0% | $4,779-89.5% |
| Participant deferral / active EE | $2,550 | $2,527+0.9% | $1,874+36.1% | $5,609-54.5% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |