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 | $25,962 | $152,509-83.0% | $117,472-77.9% | $134,475-80.7% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -19.39% | 52.99%-72.4pp | 29.74%-49.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,101 | $5,571-80.2% | $4,176-73.6% | $4,740-76.8% |
| Participant deferral / active EE | $1,463 | $4,818-69.6% | $4,070-64.1% | $6,400-77.1% |
| Admin fee / account holder | $215 | $7,004-96.9% | $5,645-96.2% | $11,426-98.1% |