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 | $23,412 | $97,757-76.1% | $83,848-72.1% | $135,375-82.7% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -6.26% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $801 | $4,222-81.0% | $3,631-77.9% | $4,779-83.2% |
| Participant deferral / active EE | $1,584 | $4,682-66.2% | $4,082-61.2% | $5,609-71.8% |
| Admin fee / account holder | $129 | $6,674-98.1% | $5,478-97.6% | $10,827-98.8% |