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 | $23,879 | $107,015-77.7% | $73,545-67.5% | $147,584-83.8% |
| Participation rate | 41.2% | 66.4%-25.2pp | 54.9%-13.8pp | 82.8%-41.7pp |
| Annual return | 20.73% | 38.25%-17.5pp | -15.16%+35.9pp | 578.55%-557.8pp |
| Employer contribution / active EE | $687 | $1,760-60.9% | $1,219-43.6% | $4,876-85.9% |
| Participant deferral / active EE | $1,365 | $2,462-44.6% | $1,806-24.4% | $5,439-74.9% |
| Admin fee / account holder | $194 | $3,055-93.6% | $2,320-91.6% | $10,885-98.2% |