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 | $24,140 | $55,449-56.5% | $83,848-71.2% | $56,287-57.1% |
| Participation rate | 40.7% | 68.0%-27.3pp | 76.1%-35.5pp | 69.9%-29.2pp |
| Annual return | 16.94% | -1.38%+18.3pp | 850.88%-833.9pp | -9.96%+26.9pp |
| Employer contribution / active EE | $1,235 | $2,430-49.2% | $3,631-66.0% | $2,111-41.5% |
| Participant deferral / active EE | $1,849 | $2,935-37.0% | $4,082-54.7% | $3,350-44.8% |
| Admin fee / account holder | $229 | $656-65.0% | $5,478-95.8% | $521-56.0% |