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 | $56,233 | $104,106-46.0% | $71,086-20.9% | $135,375-58.5% |
| Participation rate | 5.6% | 65.7%-60.1pp | 54.7%-49.1pp | 82.6%-77.1pp |
| Annual return | -9.66% | 1256.30%-1266.0pp | 650.59%-660.2pp | 519.73%-529.4pp |
| Employer contribution / active EE | $80 | $1,485-94.6% | $1,088-92.6% | $4,779-98.3% |
| Participant deferral / active EE | $1,033 | $2,527-59.1% | $1,874-44.9% | $5,609-81.6% |
| Admin fee / account holder | $1 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |