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 | $49,664 | $54,350-8.6% | $82,719-40.0% | $68,494-27.5% |
| Participation rate | 10.3% | 63.9%-53.6pp | 72.6%-62.2pp | 67.9%-57.5pp |
| Annual return | -1.36% | -13.67%+12.3pp | 701.18%-702.5pp | -7.84%+6.5pp |
| Employer contribution / active EE | $901 | $2,218-59.4% | $3,009-70.1% | $2,596-65.3% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $223 | $4,395-94.9% | $5,329-95.8% | $5,403-95.9% |