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 | $12,028 | $90,600-86.7% | $79,464-84.9% | $135,375-91.1% |
| Participation rate | 55.6% | 76.0%-20.5pp | 73.3%-17.8pp | 82.6%-27.1pp |
| Annual return | -8.06% | 977.43%-985.5pp | 718.14%-726.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $712 | $3,068-76.8% | $2,800-74.6% | $4,779-85.1% |
| Participant deferral / active EE | $758 | $4,050-81.3% | $3,704-79.5% | $5,609-86.5% |
| Admin fee / account holder | $15 | $5,907-99.7% | $5,113-99.7% | $10,827-99.9% |