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 | $62,223 | $104,106-40.2% | $71,086-12.5% | $135,375-54.0% |
| Participation rate | 53.3% | 65.7%-12.3pp | 54.7%-1.3pp | 82.6%-29.3pp |
| Annual return | -5.79% | 1256.30%-1262.1pp | 650.59%-656.4pp | 519.73%-525.5pp |
| Employer contribution / active EE | $623 | $1,485-58.0% | $1,088-42.7% | $4,779-87.0% |
| Participant deferral / active EE | $2,052 | $2,527-18.8% | $1,874+9.5% | $5,609-63.4% |
| Admin fee / account holder | $21 | $4,142-99.5% | $3,082-99.3% | $10,827-99.8% |