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 | $33,163 | $101,283-67.3% | $75,826-56.3% | $135,375-75.5% |
| Participation rate | 12.5% | 72.7%-60.2pp | 68.2%-55.7pp | 82.6%-70.1pp |
| Annual return | -9.72% | 3384.62%-3394.3pp | 1914.15%-1923.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $328 | $2,382-86.2% | $1,913-82.8% | $4,779-93.1% |
| Participant deferral / active EE | $404 | $3,469-88.4% | $2,862-85.9% | $5,609-92.8% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |