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 | $50,675 | $90,600-44.1% | $79,464-36.2% | $135,375-62.6% |
| Participation rate | 15.4% | 76.0%-60.7pp | 73.3%-58.0pp | 82.6%-67.3pp |
| Annual return | -9.49% | 977.43%-986.9pp | 718.14%-727.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $438 | $3,068-85.7% | $2,800-84.3% | $4,779-90.8% |
| Participant deferral / active EE | $2,863 | $4,050-29.3% | $3,704-22.7% | $5,609-49.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |