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 | $35,988 | $97,757-63.2% | $83,848-57.1% | $135,375-73.4% |
| Participation rate | 69.6% | 80.0%-10.4pp | 76.1%-6.6pp | 82.6%-13.1pp |
| Annual return | -7.31% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,099 | $4,222-74.0% | $3,631-69.7% | $4,779-77.0% |
| Participant deferral / active EE | $2,110 | $4,682-54.9% | $4,082-48.3% | $5,609-62.4% |
| Admin fee / account holder | $116 | $6,674-98.3% | $5,478-97.9% | $10,827-98.9% |