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 | $27,340 | $76,000-64.0% | $154,107-82.3% | $64,186-57.4% |
| Participation rate | 48.5% | 70.4%-21.9pp | 83.0%-34.6pp | 69.6%-21.1pp |
| Annual return | -6.48% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $959 | $3,351-71.4% | $5,298-81.9% | $2,381-59.7% |
| Participant deferral / active EE | $1,304 | $3,175-58.9% | $5,081-74.3% | $3,470-62.4% |
| Admin fee / account holder | $118 | $5,596-97.9% | $13,411-99.1% | $4,888-97.6% |