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 | $30,123 | $76,000-60.4% | $154,107-80.5% | $64,186-53.1% |
| Participation rate | 47.7% | 70.4%-22.7pp | 83.0%-35.3pp | 69.6%-21.8pp |
| Annual return | -5.48% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $932 | $3,351-72.2% | $5,298-82.4% | $2,381-60.8% |
| Participant deferral / active EE | $2,222 | $3,175-30.0% | $5,081-56.3% | $3,470-35.9% |
| Admin fee / account holder | $24 | $5,596-99.6% | $13,411-99.8% | $4,888-99.5% |