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 | $52,312 | $92,703-43.6% | $82,719-36.8% | $134,475-61.1% |
| Participation rate | 61.9% | 75.2%-13.3pp | 72.6%-10.6pp | 81.2%-19.3pp |
| Annual return | -19.07% | 944.92%-964.0pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $829 | $3,274-74.7% | $3,009-72.5% | $4,740-82.5% |
| Participant deferral / active EE | $3,148 | $4,802-34.4% | $4,395-28.4% | $6,400-50.8% |
| Admin fee / account holder | $19 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |