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 | $52,945 | $95,971-44.8% | $74,550-29.0% | $135,375-60.9% |
| Participation rate | 12.5% | 75.7%-63.2pp | 69.1%-56.6pp | 82.6%-70.1pp |
| Annual return | -8.36% | 56.96%-65.3pp | 32.53%-40.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $505 | $2,716-81.4% | $1,961-74.3% | $4,779-89.4% |
| Participant deferral / active EE | $2,458 | $3,843-36.0% | $3,108-20.9% | $5,609-56.2% |
| Admin fee / account holder | $73 | $6,522-98.9% | $5,060-98.6% | $10,827-99.3% |