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 | $34,996 | $90,600-61.4% | $79,464-56.0% | $135,375-74.1% |
| Participation rate | 55.6% | 76.0%-20.5pp | 73.3%-17.8pp | 82.6%-27.1pp |
| Annual return | -6.56% | 977.43%-984.0pp | 718.14%-724.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,844 | $3,068-7.3% | $2,800+1.5% | $4,779-40.5% |
| Participant deferral / active EE | $5,515 | $4,050+36.2% | $3,704+48.9% | $5,609-1.7% |
| Admin fee / account holder | $28 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |