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 | $22,910 | $32,117-28.7% | $71,086-67.8% | $64,186-64.3% |
| Participation rate | 12.2% | 42.7%-30.5pp | 54.7%-42.5pp | 69.6%-57.4pp |
| Annual return | -6.67% | -5.57%-1.1pp | 650.59%-657.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $313 | $712-56.0% | $1,088-71.2% | $2,381-86.8% |
| Participant deferral / active EE | $833 | $1,263-34.1% | $1,874-55.6% | $3,470-76.0% |
| Admin fee / account holder | $77 | $2,759-97.2% | $3,082-97.5% | $4,888-98.4% |