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 | $20,415 | $104,106-80.4% | $71,086-71.3% | $135,375-84.9% |
| Participation rate | 0.0% | 65.7%-65.7pp | 54.7%-54.7pp | 82.6%-82.6pp |
| Annual return | -6.55% | 1256.30%-1262.8pp | 650.59%-657.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,239 | $1,485-16.6% | $1,088+13.9% | $4,779-74.1% |
| Participant deferral / active EE | $6,654 | $2,527+163.3% | $1,874+255.0% | $5,609+18.6% |
| Admin fee / account holder | $68 | $4,142-98.4% | $3,082-97.8% | $10,827-99.4% |