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 | $36,845 | $91,538-59.7% | $129,995-71.7% | $75,163-51.0% |
| Participation rate | 57.1% | 71.4%-14.3pp | 78.5%-21.3pp | 67.2%-10.0pp |
| Annual return | 69.48% | -631.11%+700.6pp | -137.18%+206.7pp | 160.62%-91.1pp |
| Employer contribution / active EE | $790 | $2,845-72.2% | $4,320-81.7% | $2,670-70.4% |
| Participant deferral / active EE | $2,083 | $4,341-52.0% | $5,820-64.2% | $4,125-49.5% |
| Admin fee / account holder | $0 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |