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 | $26,828 | $90,600-70.4% | $79,464-66.2% | $135,375-80.2% |
| Participation rate | 63.6% | 76.0%-12.4pp | 73.3%-9.7pp | 82.6%-19.0pp |
| Annual return | -6.72% | 977.43%-984.2pp | 718.14%-724.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $534 | $3,068-82.6% | $2,800-80.9% | $4,779-88.8% |
| Participant deferral / active EE | $2,152 | $4,050-46.9% | $3,704-41.9% | $5,609-61.6% |
| Admin fee / account holder | $7 | $5,907-99.9% | $5,113-99.9% | $10,827-99.9% |