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 | $41,200 | $84,527-51.3% | $67,711-39.2% | $125,391-67.1% |
| Participation rate | 12.5% | 74.8%-62.3pp | 67.5%-55.0pp | 83.2%-70.7pp |
| Annual return | -0.47% | 2.57%-3.0pp | 25.41%-25.9pp | 282.22%-282.7pp |
| Employer contribution / active EE | $188 | $3,292-94.3% | $2,559-92.7% | $4,866-96.1% |
| Participant deferral / active EE | $703 | $4,429-84.1% | $3,585-80.4% | $5,352-86.9% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |