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 | $45,046 | $82,630-45.5% | $64,105-29.7% | $125,391-64.1% |
| Participation rate | 16.7% | 75.9%-59.2pp | 68.2%-51.5pp | 83.2%-66.5pp |
| Annual return | -0.58% | 1489.72%-1490.3pp | 791.24%-791.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $665 | $2,671-75.1% | $1,820-63.5% | $4,866-86.3% |
| Participant deferral / active EE | $1,325 | $3,608-63.3% | $2,822-53.0% | $5,352-75.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |