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 | $19,652 | $90,600-78.3% | $79,464-75.3% | $135,375-85.5% |
| Participation rate | 41.7% | 76.0%-34.4pp | 73.3%-31.7pp | 82.6%-41.0pp |
| Annual return | -8.43% | 977.43%-985.9pp | 718.14%-726.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $663 | $3,068-78.4% | $2,800-76.3% | $4,779-86.1% |
| Participant deferral / active EE | $1,688 | $4,050-58.3% | $3,704-54.4% | $5,609-69.9% |
| Admin fee / account holder | $112 | $5,907-98.1% | $5,113-97.8% | $10,827-99.0% |