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 | $33,530 | $92,703-63.8% | $82,719-59.5% | $134,475-75.1% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -20.98% | 944.92%-965.9pp | 701.18%-722.2pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,197 | $3,274-63.4% | $3,009-60.2% | $4,740-74.7% |
| Participant deferral / active EE | $1,788 | $4,802-62.8% | $4,395-59.3% | $6,400-72.1% |
| Admin fee / account holder | $217 | $5,983-96.4% | $5,329-95.9% | $11,426-98.1% |