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 8-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 | $25,820 | $90,600-71.5% | $79,464-67.5% | $135,375-80.9% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -2.23% | 977.43%-979.7pp | 718.14%-720.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $319 | $3,068-89.6% | $2,800-88.6% | $4,779-93.3% |
| Participant deferral / active EE | $923 | $4,050-77.2% | $3,704-75.1% | $5,609-83.6% |
| Admin fee / account holder | $3 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |