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 | $10,467 | $104,106-89.9% | $71,086-85.3% | $135,375-92.3% |
| Participation rate | 0.0% | 65.7%-65.7pp | 54.7%-54.7pp | 82.6%-82.6pp |
| Annual return | -9.16% | 1256.30%-1265.5pp | 650.59%-659.7pp | 519.73%-528.9pp |
| Employer contribution / active EE | $313 | $1,485-78.9% | $1,088-71.2% | $4,779-93.4% |
| Participant deferral / active EE | $362 | $2,527-85.7% | $1,874-80.7% | $5,609-93.6% |
| Admin fee / account holder | $79 | $4,142-98.1% | $3,082-97.4% | $10,827-99.3% |