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 5-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 | $17,041 | $27,641-38.3% | $61,373-72.2% | $68,494-75.1% |
| Participation rate | 12.5% | 39.5%-27.0pp | 52.6%-40.1pp | 67.9%-55.4pp |
| Annual return | 142.58% | -13.24%+155.8pp | 338.61%-196.0pp | -7.84%+150.4pp |
| Employer contribution / active EE | $134 | $695-80.8% | $1,159-88.5% | $2,596-94.9% |
| Participant deferral / active EE | $739 | $1,263-41.5% | $2,125-65.2% | $4,027-81.6% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |