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 | $17,716 | $82,630-78.6% | $64,105-72.4% | $125,391-85.9% |
| Participation rate | 63.6% | 75.9%-12.2pp | 68.2%-4.5pp | 83.2%-19.6pp |
| Annual return | -1.28% | 1489.72%-1491.0pp | 791.24%-792.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $451 | $2,671-83.1% | $1,820-75.2% | $4,866-90.7% |
| Participant deferral / active EE | $1,254 | $3,608-65.2% | $2,822-55.5% | $5,352-76.6% |
| Admin fee / account holder | $280 | $6,382-95.6% | $4,499-93.8% | $9,540-97.1% |