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 | $72,776 | $92,703-21.5% | $82,719-12.0% | $134,475-45.9% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -17.17% | 944.92%-962.1pp | 701.18%-718.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,153 | $3,274-64.8% | $3,009-61.7% | $4,740-75.7% |
| Participant deferral / active EE | $1,313 | $4,802-72.7% | $4,395-70.1% | $6,400-79.5% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |