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 8-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 | $52,911 | $158,817-66.7% | $121,196-56.3% | $135,375-60.9% |
| Participation rate | 27.3% | 79.3%-52.0pp | 71.7%-44.5pp | 82.6%-55.4pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $62 | $5,665-98.9% | $4,022-98.5% | $4,779-98.7% |
| Participant deferral / active EE | $62 | $4,005-98.5% | $3,344-98.2% | $5,609-98.9% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |