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 8-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 | $48,641 | $84,402-42.4% | $61,373-20.7% | $134,475-63.8% |
| Participation rate | 11.1% | 62.2%-51.1pp | 52.6%-41.5pp | 81.2%-70.1pp |
| Annual return | -17.52% | 584.55%-602.1pp | 338.61%-356.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $578 | $1,544-62.6% | $1,159-50.2% | $4,740-87.8% |
| Participant deferral / active EE | $578 | $2,819-79.5% | $2,125-72.8% | $6,400-91.0% |
| Admin fee / account holder | $277 | $2,585-89.3% | $2,130-87.0% | $11,426-97.6% |