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 | $20,496 | $104,106-80.3% | $71,086-71.2% | $135,375-84.9% |
| Participation rate | 42.1% | 65.7%-23.6pp | 54.7%-12.5pp | 82.6%-40.5pp |
| Annual return | -6.96% | 1256.30%-1263.3pp | 650.59%-657.5pp | 519.73%-526.7pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $559 | $2,527-77.9% | $1,874-70.2% | $5,609-90.0% |
| Admin fee / account holder | $61 | $4,142-98.5% | $3,082-98.0% | $10,827-99.4% |