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 | $8,641 | $104,106-91.7% | $71,086-87.8% | $135,375-93.6% |
| Participation rate | 5.9% | 65.7%-59.8pp | 54.7%-48.8pp | 82.6%-76.8pp |
| Annual return | -8.34% | 1256.30%-1264.6pp | 650.59%-658.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $47 | $1,485-96.8% | $1,088-95.7% | $4,779-99.0% |
| Participant deferral / active EE | $76 | $2,527-97.0% | $1,874-95.9% | $5,609-98.6% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |