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 7-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 | $10,258 | $92,703-88.9% | $82,719-87.6% | $134,475-92.4% |
| Participation rate | 35.3% | 75.2%-39.9pp | 72.6%-37.3pp | 81.2%-45.9pp |
| Annual return | -19.10% | 944.92%-964.0pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $555 | $3,274-83.0% | $3,009-81.5% | $4,740-88.3% |
| Participant deferral / active EE | $1,384 | $4,802-71.2% | $4,395-68.5% | $6,400-78.4% |
| Admin fee / account holder | $99 | $5,983-98.4% | $5,329-98.1% | $11,426-99.1% |