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 | $35,518 | $90,600-60.8% | $79,464-55.3% | $135,375-73.8% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 82.6%-38.2pp |
| Annual return | -9.33% | 977.43%-986.8pp | 718.14%-727.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,152 | $3,068-62.4% | $2,800-58.9% | $4,779-75.9% |
| Participant deferral / active EE | $2,606 | $4,050-35.7% | $3,704-29.6% | $5,609-53.5% |
| Admin fee / account holder | $3 | $5,907-99.9% | $5,113-99.9% | $10,827-100.0% |