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 | $44,347 | $104,106-57.4% | $71,086-37.6% | $135,375-67.2% |
| Participation rate | 57.1% | 65.7%-8.5pp | 54.7%+2.5pp | 82.6%-25.5pp |
| Annual return | -9.88% | 1256.30%-1266.2pp | 650.59%-660.5pp | 519.73%-529.6pp |
| Employer contribution / active EE | $795 | $1,485-46.5% | $1,088-26.9% | $4,779-83.4% |
| Participant deferral / active EE | $2,177 | $2,527-13.9% | $1,874+16.1% | $5,609-61.2% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |