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 | $21,870 | $101,283-78.4% | $75,826-71.2% | $135,375-83.8% |
| Participation rate | 25.0% | 72.7%-47.7pp | 68.2%-43.2pp | 82.6%-57.6pp |
| Annual return | -4.06% | 3384.62%-3388.7pp | 1914.15%-1918.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $849 | $3,469-75.5% | $2,862-70.3% | $5,609-84.9% |
| Admin fee / account holder | $25 | $6,539-99.6% | $4,726-99.5% | $10,827-99.8% |