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 | $23,901 | $90,600-73.6% | $79,464-69.9% | $135,375-82.3% |
| Participation rate | 35.7% | 76.0%-40.3pp | 73.3%-37.6pp | 82.6%-46.9pp |
| Annual return | -7.97% | 977.43%-985.4pp | 718.14%-726.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $998 | $3,068-67.5% | $2,800-64.4% | $4,779-79.1% |
| Participant deferral / active EE | $2,211 | $4,050-45.4% | $3,704-40.3% | $5,609-60.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |