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 | $83,369 | $104,106-19.9% | $71,086+17.3% | $135,375-38.4% |
| Participation rate | 11.1% | 65.7%-54.5pp | 54.7%-43.5pp | 82.6%-71.5pp |
| Annual return | -8.13% | 1256.30%-1264.4pp | 650.59%-658.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $267 | $1,485-82.0% | $1,088-75.5% | $4,779-94.4% |
| Participant deferral / active EE | $1,333 | $2,527-47.2% | $1,874-28.9% | $5,609-76.2% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |