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 | $35,246 | $90,600-61.1% | $79,464-55.6% | $135,375-74.0% |
| Participation rate | 54.5% | 76.0%-21.5pp | 73.3%-18.8pp | 82.6%-28.1pp |
| Annual return | -5.48% | 977.43%-982.9pp | 718.14%-723.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $298 | $3,068-90.3% | $2,800-89.4% | $4,779-93.8% |
| Participant deferral / active EE | $1,378 | $4,050-66.0% | $3,704-62.8% | $5,609-75.4% |
| Admin fee / account holder | $21 | $5,907-99.6% | $5,113-99.6% | $10,827-99.8% |