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 | $69,096 | $97,757-29.3% | $83,848-17.6% | $135,375-49.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -5.53% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,012 | $4,222-52.4% | $3,631-44.6% | $4,779-57.9% |
| Participant deferral / active EE | $5,107 | $4,682+9.1% | $4,082+25.1% | $5,609-8.9% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |