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 | $17,899 | $97,757-81.7% | $83,848-78.7% | $135,375-86.8% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -1.94% | 1287.37%-1289.3pp | 850.88%-852.8pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,029 | $4,222-75.6% | $3,631-71.7% | $4,779-78.5% |
| Participant deferral / active EE | $1,557 | $4,682-66.7% | $4,082-61.8% | $5,609-72.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |