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 | $19,638 | $103,949-81.1% | $69,182-71.6% | $273,961-92.8% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.45%-41.5pp |
| Employer contribution / active EE | $386 | $1,783-78.4% | $1,206-68.0% | $4,869-92.1% |
| Participant deferral / active EE | $9,000 | $2,716+231.3% | $1,897+374.4% | $5,287+70.2% |
| Admin fee / account holder | $1 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |