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 4-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 | $26,805 | $27,641-3.0% | $61,373-56.3% | $68,494-60.9% |
| Participation rate | 12.9% | 39.5%-26.6pp | 52.6%-39.7pp | 67.9%-55.0pp |
| Annual return | -17.32% | -13.24%-4.1pp | 338.61%-355.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $332 | $695-52.3% | $1,159-71.4% | $2,596-87.2% |
| Participant deferral / active EE | $372 | $1,263-70.5% | $2,125-82.5% | $4,027-90.8% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |