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 | $18,816 | $82,630-77.2% | $64,105-70.6% | $125,391-85.0% |
| Participation rate | 20.0% | 75.9%-55.9pp | 68.2%-48.2pp | 83.2%-63.2pp |
| Annual return | -3.53% | 1489.72%-1493.2pp | 791.24%-794.8pp | 282.22%-285.7pp |
| Employer contribution / active EE | $800 | $2,671-70.1% | $1,820-56.0% | $4,866-83.6% |
| Participant deferral / active EE | $2,000 | $3,608-44.6% | $2,822-29.1% | $5,352-62.6% |
| Admin fee / account holder | $184 | $6,382-97.1% | $4,499-95.9% | $9,540-98.1% |