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 | $23,506 | $97,757-76.0% | $83,848-72.0% | $135,375-82.6% |
| Participation rate | 52.9% | 80.0%-27.0pp | 76.1%-23.2pp | 82.6%-29.7pp |
| Annual return | -9.02% | 1287.37%-1296.4pp | 850.88%-859.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,078 | $4,222-50.8% | $3,631-42.8% | $4,779-56.5% |
| Participant deferral / active EE | $3,440 | $4,682-26.5% | $4,082-15.7% | $5,609-38.7% |
| Admin fee / account holder | $165 | $6,674-97.5% | $5,478-97.0% | $10,827-98.5% |