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 | $22,681 | $97,757-76.8% | $83,848-73.0% | $135,375-83.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -8.56% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,480 | $4,222-65.0% | $3,631-59.2% | $4,779-69.0% |
| Participant deferral / active EE | $2,910 | $4,682-37.8% | $4,082-28.7% | $5,609-48.1% |
| Admin fee / account holder | $19 | $6,674-99.7% | $5,478-99.7% | $10,827-99.8% |