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 | $31,007 | $56,199-44.8% | $67,652-54.2% | $59,632-48.0% |
| Participation rate | 41.4% | 71.5%-30.1pp | 75.7%-34.3pp | 68.7%-27.3pp |
| Annual return | -1.99% | 18505.31%-18507.3pp | 6625.04%-6627.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $831 | $1,614-48.5% | $2,266-63.3% | $2,203-62.3% |
| Participant deferral / active EE | $1,427 | $2,844-49.8% | $3,560-59.9% | $3,192-55.3% |
| Admin fee / account holder | $214 | $3,958-94.6% | $4,821-95.6% | $4,297-95.0% |