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 | $18,178 | $78,694-76.9% | $67,652-73.1% | $125,391-85.5% |
| Participation rate | 38.1% | 78.8%-40.7pp | 75.7%-37.6pp | 83.2%-45.1pp |
| Annual return | -2.54% | 9.46%-12.0pp | 6625.04%-6627.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $966 | $3,044-68.3% | $2,266-57.4% | $4,866-80.1% |
| Participant deferral / active EE | $1,481 | $4,292-65.5% | $3,560-58.4% | $5,352-72.3% |
| Admin fee / account holder | $151 | $7,403-98.0% | $4,821-96.9% | $9,540-98.4% |