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 | $27,173 | $84,402-67.8% | $61,373-55.7% | $134,475-79.8% |
| Participation rate | 30.0% | 62.2%-32.2pp | 52.6%-22.6pp | 81.2%-51.2pp |
| Annual return | -19.27% | 584.55%-603.8pp | 338.61%-357.9pp | 417.96%-437.2pp |
| Employer contribution / active EE | $439 | $1,544-71.6% | $1,159-62.2% | $4,740-90.7% |
| Participant deferral / active EE | $536 | $2,819-81.0% | $2,125-74.8% | $6,400-91.6% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |