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 | $43,246 | $97,757-55.8% | $83,848-48.4% | $135,375-68.1% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | -7.74% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,013 | $4,222-76.0% | $3,631-72.1% | $4,779-78.8% |
| Participant deferral / active EE | $2,733 | $4,682-41.6% | $4,082-33.0% | $5,609-51.3% |
| Admin fee / account holder | $231 | $6,674-96.5% | $5,478-95.8% | $10,827-97.9% |