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 | $87,673 | $104,106-15.8% | $71,086+23.3% | $135,375-35.2% |
| Participation rate | 20.0% | 65.7%-45.7pp | 54.7%-34.7pp | 82.6%-62.6pp |
| Annual return | -9.27% | 1256.30%-1265.6pp | 650.59%-659.9pp | 519.73%-529.0pp |
| Employer contribution / active EE | $567 | $1,485-61.9% | $1,088-47.9% | $4,779-88.1% |
| Participant deferral / active EE | $2,908 | $2,527+15.1% | $1,874+55.1% | $5,609-48.2% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |