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 | $77,937 | $84,695-8.0% | $73,843+5.5% | $125,391-37.8% |
| Participation rate | 47.4% | 76.8%-29.4pp | 73.4%-26.1pp | 83.2%-35.8pp |
| Annual return | 0.61% | 3123.53%-3122.9pp | 2267.84%-2267.2pp | 282.22%-281.6pp |
| Employer contribution / active EE | $197 | $3,123-93.7% | $2,787-92.9% | $4,866-95.9% |
| Participant deferral / active EE | $1,833 | $3,992-54.1% | $3,583-48.8% | $5,352-65.7% |
| Admin fee / account holder | $8 | $5,691-99.9% | $4,880-99.8% | $9,540-99.9% |