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 9-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 | $23,707 | $32,037-26.0% | $69,182-65.7% | $62,891-62.3% |
| Participation rate | 10.3% | 43.4%-33.2pp | 55.1%-44.9pp | 69.3%-59.0pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $223 | $679-67.2% | $1,206-81.5% | $2,281-90.2% |
| Participant deferral / active EE | $439 | $1,185-63.0% | $1,897-76.9% | $3,203-86.3% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |