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 | $43,560 | $76,000-42.7% | $154,107-71.7% | $64,186-32.1% |
| Participation rate | 34.1% | 70.4%-36.3pp | 83.0%-48.9pp | 69.6%-35.5pp |
| Annual return | -7.14% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,267 | $3,351-62.2% | $5,298-76.1% | $2,381-46.8% |
| Participant deferral / active EE | $1,749 | $3,175-44.9% | $5,081-65.6% | $3,470-49.6% |
| Admin fee / account holder | $172 | $5,596-96.9% | $13,411-98.7% | $4,888-96.5% |