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 | $15,553 | $45,152-65.6% | $73,843-78.9% | $59,632-73.9% |
| Participation rate | 38.2% | 64.0%-25.8pp | 73.4%-35.2pp | 68.7%-30.4pp |
| Annual return | -2.06% | 27.40%-29.5pp | 2267.84%-2269.9pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $241 | $1,902-87.3% | $2,787-91.4% | $2,203-89.1% |
| Participant deferral / active EE | $1,446 | $2,574-43.8% | $3,583-59.6% | $3,192-54.7% |
| Admin fee / account holder | $182 | $3,516-94.8% | $4,880-96.3% | $4,297-95.8% |