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 5-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 | $25,755 | $107,015-75.9% | $73,545-65.0% | $147,584-82.5% |
| Participation rate | 10.0% | 66.4%-56.4pp | 54.9%-44.9pp | 82.8%-72.8pp |
| Annual return | 19.97% | 38.25%-18.3pp | -15.16%+35.1pp | 578.55%-558.6pp |
| Employer contribution / active EE | $240 | $1,760-86.4% | $1,219-80.3% | $4,876-95.1% |
| Participant deferral / active EE | $650 | $2,462-73.6% | $1,806-64.0% | $5,439-88.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |