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 | $18,355 | $138,044-86.7% | $125,339-85.4% | $134,475-86.4% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | -19.81% | 750.33%-770.1pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,092 | $5,243-79.2% | $4,814-77.3% | $4,740-77.0% |
| Participant deferral / active EE | $3,239 | $7,799-58.5% | $7,446-56.5% | $6,400-49.4% |
| Admin fee / account holder | $209 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |