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 | $35,118 | $82,664-57.5% | $125,339-72.0% | $68,494-48.7% |
| Participation rate | 41.9% | 75.0%-33.1pp | 82.4%-40.4pp | 67.9%-26.0pp |
| Annual return | -16.31% | -5.97%-10.3pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $933 | $3,381-72.4% | $4,814-80.6% | $2,596-64.1% |
| Participant deferral / active EE | $2,747 | $6,110-55.0% | $7,446-63.1% | $4,027-31.8% |
| Admin fee / account holder | $98 | $6,275-98.4% | $10,010-99.0% | $5,403-98.2% |