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 | $55,532 | $39,798+39.5% | $67,711-18.0% | $59,632-6.9% |
| Participation rate | 17.8% | 57.4%-39.6pp | 67.5%-49.7pp | 68.7%-50.9pp |
| Annual return | 0.48% | 89.94%-89.5pp | 25.41%-24.9pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $514 | $1,393-63.1% | $2,559-79.9% | $2,203-76.6% |
| Participant deferral / active EE | $1,208 | $2,335-48.3% | $3,585-66.3% | $3,192-62.2% |
| Admin fee / account holder | $257 | $3,212-92.0% | $4,255-94.0% | $4,297-94.0% |