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 | $33,963 | $56,199-39.6% | $67,652-49.8% | $59,632-43.0% |
| Participation rate | 57.9% | 71.5%-13.6pp | 75.7%-17.8pp | 68.7%-10.8pp |
| Annual return | -1.58% | 18505.31%-18506.9pp | 6625.04%-6626.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $576 | $1,614-64.3% | $2,266-74.6% | $2,203-73.8% |
| Participant deferral / active EE | $1,545 | $2,844-45.7% | $3,560-56.6% | $3,192-51.6% |
| Admin fee / account holder | $39 | $3,958-99.0% | $4,821-99.2% | $4,297-99.1% |