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 | $32,448 | $45,152-28.1% | $73,843-56.1% | $59,632-45.6% |
| Participation rate | 60.3% | 64.0%-3.7pp | 73.4%-13.1pp | 68.7%-8.4pp |
| Annual return | -0.49% | 27.40%-27.9pp | 2267.84%-2268.3pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $203 | $1,902-89.3% | $2,787-92.7% | $2,203-90.8% |
| Participant deferral / active EE | $3,183 | $2,574+23.7% | $3,583-11.2% | $3,192-0.3% |
| Admin fee / account holder | $90 | $3,516-97.4% | $4,880-98.2% | $4,297-97.9% |