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 | $20,321 | $97,757-79.2% | $83,848-75.8% | $135,375-85.0% |
| Participation rate | 53.8% | 80.0%-26.1pp | 76.1%-22.3pp | 82.6%-28.8pp |
| Annual return | -8.58% | 1287.37%-1295.9pp | 850.88%-859.5pp | 519.73%-528.3pp |
| Employer contribution / active EE | $915 | $4,222-78.3% | $3,631-74.8% | $4,779-80.8% |
| Participant deferral / active EE | $4,483 | $4,682-4.3% | $4,082+9.8% | $5,609-20.1% |
| Admin fee / account holder | $222 | $6,674-96.7% | $5,478-96.0% | $10,827-98.0% |