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 | $18,051 | $97,757-81.5% | $83,848-78.5% | $135,375-86.7% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -6.76% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $705 | $4,222-83.3% | $3,631-80.6% | $4,779-85.2% |
| Participant deferral / active EE | $1,989 | $4,682-57.5% | $4,082-51.3% | $5,609-64.5% |
| Admin fee / account holder | $228 | $6,674-96.6% | $5,478-95.8% | $10,827-97.9% |