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 | $20,676 | $45,566-54.6% | $64,105-67.7% | $59,632-65.3% |
| Participation rate | 60.2% | 60.2%+0.1pp | 68.2%-7.9pp | 68.7%-8.4pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $576 | $934-38.3% | $1,820-68.3% | $2,203-73.8% |
| Participant deferral / active EE | $1,151 | $2,057-44.0% | $2,822-59.2% | $3,192-63.9% |
| Admin fee / account holder | $77 | $3,268-97.7% | $4,499-98.3% | $4,297-98.2% |