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 | $15,150 | $30,732-50.7% | $59,496-74.5% | $59,632-74.6% |
| Participation rate | 21.3% | 43.2%-21.9pp | 54.6%-33.2pp | 68.7%-47.4pp |
| Annual return | -1.56% | 4.47%-6.0pp | 182.05%-183.6pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $156 | $631-75.2% | $1,153-86.4% | $2,203-92.9% |
| Participant deferral / active EE | $817 | $1,183-30.9% | $1,829-55.3% | $3,192-74.4% |
| Admin fee / account holder | $282 | $2,136-86.8% | $2,232-87.4% | $4,297-93.4% |