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 | $35,453 | $104,106-65.9% | $71,086-50.1% | $135,375-73.8% |
| Participation rate | 34.8% | 65.7%-30.9pp | 54.7%-19.9pp | 82.6%-47.9pp |
| Annual return | -5.51% | 1256.30%-1261.8pp | 650.59%-656.1pp | 519.73%-525.2pp |
| Employer contribution / active EE | $313 | $1,485-78.9% | $1,088-71.2% | $4,779-93.5% |
| Participant deferral / active EE | $1,686 | $2,527-33.3% | $1,874-10.0% | $5,609-69.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |