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 6-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 | $29,873 | $82,630-63.8% | $64,105-53.4% | $125,391-76.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | 0.27% | 1489.72%-1489.4pp | 791.24%-791.0pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,073 | $2,671-59.8% | $1,820-41.1% | $4,866-78.0% |
| Participant deferral / active EE | $1,073 | $3,608-70.3% | $2,822-62.0% | $5,352-80.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |