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 | $10,012 | $104,106-90.4% | $71,086-85.9% | $135,375-92.6% |
| Participation rate | 31.8% | 65.7%-33.8pp | 54.7%-22.8pp | 82.6%-50.8pp |
| Annual return | -2.00% | 1256.30%-1258.3pp | 650.59%-652.6pp | 519.73%-521.7pp |
| Employer contribution / active EE | $144 | $1,485-90.3% | $1,088-86.7% | $4,779-97.0% |
| Participant deferral / active EE | $577 | $2,527-77.2% | $1,874-69.2% | $5,609-89.7% |
| Admin fee / account holder | $98 | $4,142-97.6% | $3,082-96.8% | $10,827-99.1% |