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 8-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 | $15,465 | $84,695-81.7% | $73,843-79.1% | $125,391-87.7% |
| Participation rate | 42.1% | 76.8%-34.7pp | 73.4%-31.3pp | 83.2%-41.1pp |
| Annual return | -0.80% | 3123.53%-3124.3pp | 2267.84%-2268.6pp | 282.22%-283.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,122 | $3,992-46.8% | $3,583-40.8% | $5,352-60.3% |
| Admin fee / account holder | $24 | $5,691-99.6% | $4,880-99.5% | $9,540-99.8% |