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 | $44,853 | $92,703-51.6% | $82,719-45.8% | $134,475-66.6% |
| Participation rate | 68.4% | 75.2%-6.8pp | 72.6%-4.1pp | 81.2%-12.8pp |
| Annual return | -20.14% | 944.92%-965.1pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,358 | $3,274-58.5% | $3,009-54.9% | $4,740-71.4% |
| Participant deferral / active EE | $3,007 | $4,802-37.4% | $4,395-31.6% | $6,400-53.0% |
| Admin fee / account holder | $7 | $5,983-99.9% | $5,329-99.9% | $11,426-99.9% |