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 | $37,253 | $90,320-58.8% | $59,496-37.4% | $125,391-70.3% |
| Participation rate | 20.0% | 68.3%-48.3pp | 54.6%-34.6pp | 83.2%-63.2pp |
| Annual return | -4.87% | 369.13%-374.0pp | 182.05%-186.9pp | 282.22%-287.1pp |
| Employer contribution / active EE | $287 | $1,792-84.0% | $1,153-75.1% | $4,866-94.1% |
| Participant deferral / active EE | $927 | $2,716-65.9% | $1,829-49.3% | $5,352-82.7% |
| Admin fee / account holder | $80 | $3,063-97.4% | $2,232-96.4% | $9,540-99.2% |