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 | $60,611 | $97,757-38.0% | $83,848-27.7% | $135,375-55.2% |
| Participation rate | 16.7% | 80.0%-63.3pp | 76.1%-59.5pp | 82.6%-66.0pp |
| Annual return | -7.31% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,266 | $4,222-70.0% | $3,631-65.1% | $4,779-73.5% |
| Participant deferral / active EE | $3,165 | $4,682-32.4% | $4,082-22.5% | $5,609-43.6% |
| Admin fee / account holder | $42 | $6,674-99.4% | $5,478-99.2% | $10,827-99.6% |