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 | $52,934 | $84,695-37.5% | $73,843-28.3% | $125,391-57.8% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -1.05% | 3123.53%-3124.6pp | 2267.84%-2268.9pp | 282.22%-283.3pp |
| Employer contribution / active EE | $191 | $3,123-93.9% | $2,787-93.2% | $4,866-96.1% |
| Participant deferral / active EE | $2,722 | $3,992-31.8% | $3,583-24.0% | $5,352-49.1% |
| Admin fee / account holder | $30 | $5,691-99.5% | $4,880-99.4% | $9,540-99.7% |