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 | $28,531 | $84,402-66.2% | $61,373-53.5% | $134,475-78.8% |
| Participation rate | 37.5% | 62.2%-24.7pp | 52.6%-15.1pp | 81.2%-43.7pp |
| Annual return | -12.66% | 584.55%-597.2pp | 338.61%-351.3pp | 417.96%-430.6pp |
| Employer contribution / active EE | $620 | $1,544-59.9% | $1,159-46.6% | $4,740-86.9% |
| Participant deferral / active EE | $1,973 | $2,819-30.0% | $2,125-7.2% | $6,400-69.2% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |