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 | $55,760 | $32,117+73.6% | $71,086-21.6% | $64,186-13.1% |
| Participation rate | 12.1% | 42.7%-30.6pp | 54.7%-42.5pp | 69.6%-57.4pp |
| Annual return | -7.97% | -5.57%-2.4pp | 650.59%-658.6pp | 7.63%-15.6pp |
| Employer contribution / active EE | $271 | $712-61.9% | $1,088-75.0% | $2,381-88.6% |
| Participant deferral / active EE | $466 | $1,263-63.1% | $1,874-75.1% | $3,470-86.6% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |