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 | $55,072 | $84,695-35.0% | $73,843-25.4% | $125,391-56.1% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.4%-48.4pp | 83.2%-58.2pp |
| Annual return | -1.02% | 3123.53%-3124.5pp | 2267.84%-2268.9pp | 282.22%-283.2pp |
| Employer contribution / active EE | $558 | $3,123-82.1% | $2,787-80.0% | $4,866-88.5% |
| Participant deferral / active EE | $4,500 | $3,992+12.7% | $3,583+25.6% | $5,352-15.9% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |