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 9-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 | $54,761 | $90,320-39.4% | $59,496-8.0% | $125,391-56.3% |
| Participation rate | 40.0% | 68.3%-28.3pp | 54.6%-14.6pp | 83.2%-43.2pp |
| Annual return | 0.07% | 369.13%-369.1pp | 182.05%-182.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $608 | $1,792-66.0% | $1,153-47.2% | $4,866-87.5% |
| Participant deferral / active EE | $3,583 | $2,716+31.9% | $1,829+95.9% | $5,352-33.1% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |