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 | $22,051 | $52,519-58.0% | $155,790-85.8% | $59,632-63.0% |
| Participation rate | 41.4% | 61.7%-20.3pp | 76.1%-34.7pp | 68.7%-27.2pp |
| Annual return | -2.03% | 53.51%-55.5pp | 71.54%-73.6pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $495 | $1,589-68.8% | $3,836-87.1% | $2,203-77.5% |
| Participant deferral / active EE | $1,037 | $3,084-66.4% | $4,797-78.4% | $3,192-67.5% |
| Admin fee / account holder | $211 | $3,540-94.0% | $7,478-97.2% | $4,297-95.1% |