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 | $28,024 | $82,630-66.1% | $64,105-56.3% | $125,391-77.7% |
| Participation rate | 55.6% | 75.9%-20.3pp | 68.2%-12.6pp | 83.2%-27.6pp |
| Annual return | 0.09% | 1489.72%-1489.6pp | 791.24%-791.2pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,122 | $2,671-58.0% | $1,820-38.4% | $4,866-76.9% |
| Participant deferral / active EE | $1,402 | $3,608-61.1% | $2,822-50.3% | $5,352-73.8% |
| Admin fee / account holder | $160 | $6,382-97.5% | $4,499-96.4% | $9,540-98.3% |