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 | $23,818 | $30,732-22.5% | $59,496-60.0% | $59,632-60.1% |
| Participation rate | 20.0% | 43.2%-23.2pp | 54.6%-34.6pp | 68.7%-48.7pp |
| Annual return | -2.41% | 4.47%-6.9pp | 182.05%-184.5pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $948 | $631+50.3% | $1,153-17.8% | $2,203-57.0% |
| Participant deferral / active EE | $1,131 | $1,183-4.4% | $1,829-38.2% | $3,192-64.6% |
| Admin fee / account holder | $42 | $2,136-98.0% | $2,232-98.1% | $4,297-99.0% |