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 | $31,449 | $97,757-67.8% | $83,848-62.5% | $135,375-76.8% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -8.57% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,045 | $4,222-75.2% | $3,631-71.2% | $4,779-78.1% |
| Participant deferral / active EE | $10,512 | $4,682+124.5% | $4,082+157.5% | $5,609+87.4% |
| Admin fee / account holder | $113 | $6,674-98.3% | $5,478-97.9% | $10,827-99.0% |