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 | $59,456 | $97,757-39.2% | $83,848-29.1% | $135,375-56.1% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -8.13% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,586 | $4,222-62.4% | $3,631-56.3% | $4,779-66.8% |
| Participant deferral / active EE | $5,739 | $4,682+22.6% | $4,082+40.6% | $5,609+2.3% |
| Admin fee / account holder | $21 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |