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 | $36,414 | $54,350-33.0% | $82,719-56.0% | $68,494-46.8% |
| Participation rate | 39.4% | 63.9%-24.5pp | 72.6%-33.2pp | 67.9%-28.5pp |
| Annual return | -16.65% | -13.67%-3.0pp | 701.18%-717.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $739 | $2,218-66.7% | $3,009-75.4% | $2,596-71.5% |
| Participant deferral / active EE | $1,414 | $3,246-56.5% | $4,395-67.8% | $4,027-64.9% |
| Admin fee / account holder | $177 | $4,395-96.0% | $5,329-96.7% | $5,403-96.7% |