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 | $63,018 | $82,630-23.7% | $64,105-1.7% | $125,391-49.7% |
| Participation rate | 25.0% | 75.9%-50.9pp | 68.2%-43.2pp | 83.2%-58.2pp |
| Annual return | -0.90% | 1489.72%-1490.6pp | 791.24%-792.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $509 | $2,671-80.9% | $1,820-72.0% | $4,866-89.5% |
| Participant deferral / active EE | $3,276 | $3,608-9.2% | $2,822+16.1% | $5,352-38.8% |
| Admin fee / account holder | $123 | $6,382-98.1% | $4,499-97.3% | $9,540-98.7% |