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 | $15,809 | $93,024-83.0% | $77,024-79.5% | $134,475-88.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -20.46% | 62.60%-83.1pp | 42.32%-62.8pp | 417.96%-438.4pp |
| Employer contribution / active EE | $758 | $3,418-77.8% | $2,812-73.1% | $4,740-84.0% |
| Participant deferral / active EE | $947 | $5,238-81.9% | $4,426-78.6% | $6,400-85.2% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |