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 6-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 | $26,236 | $84,402-68.9% | $61,373-57.3% | $134,475-80.5% |
| Participation rate | 54.5% | 62.2%-7.7pp | 52.6%+2.0pp | 81.2%-26.7pp |
| Annual return | -19.07% | 584.55%-603.6pp | 338.61%-357.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,578 | $1,544+66.9% | $1,159+122.4% | $4,740-45.6% |
| Participant deferral / active EE | $6,926 | $2,819+145.7% | $2,125+226.0% | $6,400+8.2% |
| Admin fee / account holder | $111 | $2,585-95.7% | $2,130-94.8% | $11,426-99.0% |