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 | $39,736 | $92,703-57.1% | $82,719-52.0% | $134,475-70.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -16.35% | 944.92%-961.3pp | 701.18%-717.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,170 | $3,274-64.3% | $3,009-61.1% | $4,740-75.3% |
| Participant deferral / active EE | $2,109 | $4,802-56.1% | $4,395-52.0% | $6,400-67.0% |
| Admin fee / account holder | $17 | $5,983-99.7% | $5,329-99.7% | $11,426-99.8% |