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 | $62,794 | $97,757-35.8% | $83,848-25.1% | $135,375-53.6% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -6.14% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $829 | $4,222-80.4% | $3,631-77.2% | $4,779-82.6% |
| Participant deferral / active EE | $1,419 | $4,682-69.7% | $4,082-65.2% | $5,609-74.7% |
| Admin fee / account holder | $49 | $6,674-99.3% | $5,478-99.1% | $10,827-99.6% |