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 | $16,994 | $104,106-83.7% | $71,086-76.1% | $135,375-87.4% |
| Participation rate | 37.5% | 65.7%-28.2pp | 54.7%-17.2pp | 82.6%-45.1pp |
| Annual return | -12.25% | 1256.30%-1268.5pp | 650.59%-662.8pp | 519.73%-532.0pp |
| Employer contribution / active EE | $638 | $1,485-57.0% | $1,088-41.3% | $4,779-86.6% |
| Participant deferral / active EE | $2,181 | $2,527-13.7% | $1,874+16.4% | $5,609-61.1% |
| Admin fee / account holder | $134 | $4,142-96.8% | $3,082-95.7% | $10,827-98.8% |