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 | $28,313 | $69,010-59.0% | $159,960-82.3% | $68,494-58.7% |
| Participation rate | 42.9% | 65.4%-22.6pp | 78.0%-35.1pp | 67.9%-25.0pp |
| Annual return | -16.60% | -9.65%-6.9pp | 408.60%-425.2pp | -7.84%-8.8pp |
| Employer contribution / active EE | $637 | $2,213-71.2% | $4,226-84.9% | $2,596-75.5% |
| Participant deferral / active EE | $2,840 | $4,212-32.6% | $6,182-54.1% | $4,027-29.5% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,698-100.0% | $5,403-100.0% |