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 | $39,906 | $54,350-26.6% | $82,719-51.8% | $68,494-41.7% |
| Participation rate | 36.7% | 63.9%-27.3pp | 72.6%-35.9pp | 67.9%-31.2pp |
| Annual return | -17.39% | -13.67%-3.7pp | 701.18%-718.6pp | -7.84%-9.5pp |
| Employer contribution / active EE | $739 | $2,218-66.7% | $3,009-75.4% | $2,596-71.5% |
| Participant deferral / active EE | $1,730 | $3,246-46.7% | $4,395-60.6% | $4,027-57.0% |
| Admin fee / account holder | $104 | $4,395-97.6% | $5,329-98.1% | $5,403-98.1% |