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 | $19,045 | $104,106-81.7% | $71,086-73.2% | $135,375-85.9% |
| Participation rate | 52.6% | 65.7%-13.0pp | 54.7%-2.0pp | 82.6%-30.0pp |
| Annual return | -9.15% | 1256.30%-1265.4pp | 650.59%-659.7pp | 519.73%-528.9pp |
| Employer contribution / active EE | $653 | $1,485-56.0% | $1,088-40.0% | $4,779-86.3% |
| Participant deferral / active EE | $1,378 | $2,527-45.5% | $1,874-26.5% | $5,609-75.4% |
| Admin fee / account holder | $210 | $4,142-94.9% | $3,082-93.2% | $10,827-98.1% |