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 | $15,984 | $90,600-82.4% | $79,464-79.9% | $135,375-88.2% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | -6.50% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $652 | $3,068-78.8% | $2,800-76.7% | $4,779-86.4% |
| Participant deferral / active EE | $744 | $4,050-81.6% | $3,704-79.9% | $5,609-86.7% |
| Admin fee / account holder | $196 | $5,907-96.7% | $5,113-96.2% | $10,827-98.2% |