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 | $9,842 | $90,320-89.1% | $59,496-83.5% | $125,391-92.2% |
| Participation rate | 4.5% | 68.3%-63.7pp | 54.6%-50.0pp | 83.2%-78.6pp |
| Annual return | -1.65% | 369.13%-370.8pp | 182.05%-183.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $23 | $1,792-98.7% | $1,153-98.0% | $4,866-99.5% |
| Participant deferral / active EE | $227 | $2,716-91.6% | $1,829-87.6% | $5,352-95.8% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |