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 | $34,486 | $104,106-66.9% | $71,086-51.5% | $135,375-74.5% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | -12.30% | 1256.30%-1268.6pp | 650.59%-662.9pp | 519.73%-532.0pp |
| Employer contribution / active EE | $955 | $1,485-35.7% | $1,088-12.2% | $4,779-80.0% |
| Participant deferral / active EE | $3,612 | $2,527+42.9% | $1,874+92.7% | $5,609-35.6% |
| Admin fee / account holder | $173 | $4,142-95.8% | $3,082-94.4% | $10,827-98.4% |