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 | $28,660 | $92,703-69.1% | $82,719-65.4% | $134,475-78.7% |
| Participation rate | 42.1% | 75.2%-33.1pp | 72.6%-30.4pp | 81.2%-39.1pp |
| Annual return | -18.96% | 944.92%-963.9pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $994 | $3,274-69.6% | $3,009-67.0% | $4,740-79.0% |
| Participant deferral / active EE | $1,313 | $4,802-72.6% | $4,395-70.1% | $6,400-79.5% |
| Admin fee / account holder | $23 | $5,983-99.6% | $5,329-99.6% | $11,426-99.8% |