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 | $37,168 | $67,331-44.8% | $60,874-38.9% | $134,475-72.4% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.1%-43.1pp | 81.2%-51.2pp |
| Annual return | -19.98% | 49.93%-69.9pp | 16.90%-36.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,031 | $3,096-66.7% | $2,701-61.8% | $4,740-78.2% |
| Participant deferral / active EE | $2,960 | $4,538-34.8% | $3,817-22.4% | $6,400-53.7% |
| Admin fee / account holder | $16 | $4,582-99.6% | $3,224-99.5% | $11,426-99.9% |