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 | $23,360 | $45,152-48.3% | $73,843-68.4% | $59,632-60.8% |
| Participation rate | 47.1% | 64.0%-17.0pp | 73.4%-26.4pp | 68.7%-21.6pp |
| Annual return | -2.32% | 27.40%-29.7pp | 2267.84%-2270.2pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,295 | $1,902-31.9% | $2,787-53.6% | $2,203-41.2% |
| Participant deferral / active EE | $2,822 | $2,574+9.6% | $3,583-21.3% | $3,192-11.6% |
| Admin fee / account holder | $140 | $3,516-96.0% | $4,880-97.1% | $4,297-96.8% |