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 | $20,964 | $97,757-78.6% | $83,848-75.0% | $135,375-84.5% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -7.85% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $938 | $4,222-77.8% | $3,631-74.2% | $4,779-80.4% |
| Participant deferral / active EE | $2,030 | $4,682-56.6% | $4,082-50.3% | $5,609-63.8% |
| Admin fee / account holder | $9 | $6,674-99.9% | $5,478-99.8% | $10,827-99.9% |