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 | $13,200 | $92,703-85.8% | $82,719-84.0% | $134,475-90.2% |
| Participation rate | 65.2% | 75.2%-10.0pp | 72.6%-7.3pp | 81.2%-16.0pp |
| Annual return | -12.67% | 944.92%-957.6pp | 701.18%-713.9pp | 417.96%-430.6pp |
| Employer contribution / active EE | $756 | $3,274-76.9% | $3,009-74.9% | $4,740-84.0% |
| Participant deferral / active EE | $1,624 | $4,802-66.2% | $4,395-63.0% | $6,400-74.6% |
| Admin fee / account holder | $214 | $5,983-96.4% | $5,329-96.0% | $11,426-98.1% |