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 | $118,369 | $27,641+328.2% | $61,373+92.9% | $68,494+72.8% |
| Participation rate | 24.0% | 39.5%-15.5pp | 52.6%-28.6pp | 67.9%-43.9pp |
| Annual return | -14.59% | -13.24%-1.4pp | 338.61%-353.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $441 | $695-36.6% | $1,159-62.0% | $2,596-83.0% |
| Participant deferral / active EE | $2,068 | $1,263+63.7% | $2,125-2.7% | $4,027-48.6% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |