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 | $41,459 | $84,695-51.0% | $73,843-43.9% | $125,391-66.9% |
| Participation rate | 41.7% | 76.8%-35.1pp | 73.4%-31.8pp | 83.2%-41.5pp |
| Annual return | -0.37% | 3123.53%-3123.9pp | 2267.84%-2268.2pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,384 | $3,123-55.7% | $2,787-50.4% | $4,866-71.6% |
| Participant deferral / active EE | $2,041 | $3,992-48.9% | $3,583-43.1% | $5,352-61.9% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |