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 | $37,875 | $99,032-61.8% | $80,019-52.7% | $135,375-72.0% |
| Participation rate | 22.2% | 78.4%-56.1pp | 75.8%-53.6pp | 82.6%-60.4pp |
| Annual return | -6.60% | 15.39%-22.0pp | 11.22%-17.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $910 | $3,043-70.1% | $2,468-63.1% | $4,779-81.0% |
| Participant deferral / active EE | $1,213 | $4,282-71.7% | $3,686-67.1% | $5,609-78.4% |
| Admin fee / account holder | $109 | $10,436-99.0% | $6,521-98.3% | $10,827-99.0% |