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 | $53,888 | $65,703-18.0% | $94,224-42.8% | $59,632-9.6% |
| Participation rate | 55.6% | 72.1%-16.6pp | 78.8%-23.2pp | 68.7%-13.1pp |
| Annual return | -1.39% | 5.22%-6.6pp | 10.68%-12.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $752 | $2,021-62.8% | $3,587-79.0% | $2,203-65.9% |
| Participant deferral / active EE | $2,037 | $3,143-35.2% | $4,320-52.8% | $3,192-36.2% |
| Admin fee / account holder | $158 | $4,264-96.3% | $6,269-97.5% | $4,297-96.3% |