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 | $34,092 | $90,600-62.4% | $79,464-57.1% | $135,375-74.8% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -7.97% | 977.43%-985.4pp | 718.14%-726.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,586 | $3,068-48.3% | $2,800-43.4% | $4,779-66.8% |
| Participant deferral / active EE | $3,373 | $4,050-16.7% | $3,704-8.9% | $5,609-39.9% |
| Admin fee / account holder | -$12 | $5,907-100.2% | $5,113-100.2% | $10,827-100.1% |