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 | $41,719 | $107,015-61.0% | $73,545-43.3% | $147,584-71.7% |
| Participation rate | 39.1% | 66.4%-27.3pp | 54.9%-15.8pp | 82.8%-43.7pp |
| Annual return | 20.44% | 38.25%-17.8pp | -15.16%+35.6pp | 578.55%-558.1pp |
| Employer contribution / active EE | $391 | $1,760-77.8% | $1,219-67.9% | $4,876-92.0% |
| Participant deferral / active EE | $1,756 | $2,462-28.6% | $1,806-2.7% | $5,439-67.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |