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 | $26,072 | $90,600-71.2% | $79,464-67.2% | $135,375-80.7% |
| Participation rate | 53.3% | 76.0%-22.7pp | 73.3%-20.0pp | 82.6%-29.3pp |
| Annual return | -6.89% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,158 | $3,068-62.3% | $2,800-58.6% | $4,779-75.8% |
| Participant deferral / active EE | $1,774 | $4,050-56.2% | $3,704-52.1% | $5,609-68.4% |
| Admin fee / account holder | $21 | $5,907-99.6% | $5,113-99.6% | $10,827-99.8% |