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 | $12,098 | $104,106-88.4% | $71,086-83.0% | $135,375-91.1% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | -5.94% | 1256.30%-1262.2pp | 650.59%-656.5pp | 519.73%-525.7pp |
| Employer contribution / active EE | $318 | $1,485-78.6% | $1,088-70.7% | $4,779-93.3% |
| Participant deferral / active EE | $390 | $2,527-84.6% | $1,874-79.2% | $5,609-93.1% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |