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 | $33,693 | $75,828-55.6% | $147,614-77.2% | $59,632-43.5% |
| Participation rate | 46.5% | 71.6%-25.1pp | 84.6%-38.1pp | 68.7%-22.2pp |
| Annual return | -1.51% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $541 | $3,485-84.5% | $5,564-90.3% | $2,203-75.4% |
| Participant deferral / active EE | $1,079 | $3,130-65.5% | $4,895-78.0% | $3,192-66.2% |
| Admin fee / account holder | $241 | $5,985-96.0% | $11,611-97.9% | $4,297-94.4% |