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 | $28,595 | $73,867-61.3% | $143,757-80.1% | $68,494-58.3% |
| Participation rate | 16.7% | 66.7%-50.0pp | 80.3%-63.6pp | 67.9%-51.2pp |
| Annual return | -15.71% | 1.01%-16.7pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,060 | $3,384-68.7% | $5,637-81.2% | $4,027-73.7% |
| Admin fee / account holder | $18 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |