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 | $14,155 | $101,283-86.0% | $75,826-81.3% | $135,375-89.5% |
| Participation rate | 53.8% | 72.7%-18.9pp | 68.2%-14.4pp | 82.6%-28.8pp |
| Annual return | -7.41% | 3384.62%-3392.0pp | 1914.15%-1921.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $497 | $2,382-79.1% | $1,913-74.0% | $4,779-89.6% |
| Participant deferral / active EE | $1,023 | $3,469-70.5% | $2,862-64.3% | $5,609-81.8% |
| Admin fee / account holder | $59 | $6,539-99.1% | $4,726-98.8% | $10,827-99.5% |