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 | $40,150 | $82,630-51.4% | $64,105-37.4% | $125,391-68.0% |
| Participation rate | 43.5% | 75.9%-32.4pp | 68.2%-24.7pp | 83.2%-39.7pp |
| Annual return | -2.45% | 1489.72%-1492.2pp | 791.24%-793.7pp | 282.22%-284.7pp |
| Employer contribution / active EE | $1,805 | $2,671-32.4% | $1,820-0.8% | $4,866-62.9% |
| Participant deferral / active EE | $4,217 | $3,608+16.9% | $2,822+49.4% | $5,352-21.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |