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 | $26,481 | $39,798-33.5% | $67,711-60.9% | $59,632-55.6% |
| Participation rate | 43.9% | 57.4%-13.5pp | 67.5%-23.6pp | 68.7%-24.8pp |
| Annual return | -0.33% | 89.94%-90.3pp | 25.41%-25.7pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $170 | $1,393-87.8% | $2,559-93.4% | $2,203-92.3% |
| Participant deferral / active EE | $936 | $2,335-59.9% | $3,585-73.9% | $3,192-70.7% |
| Admin fee / account holder | $270 | $3,212-91.6% | $4,255-93.7% | $4,297-93.7% |