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 | $11,255 | $92,703-87.9% | $82,719-86.4% | $134,475-91.6% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.3pp | 81.2%-12.0pp |
| Annual return | -19.24% | 944.92%-964.2pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $606 | $3,274-81.5% | $3,009-79.9% | $4,740-87.2% |
| Participant deferral / active EE | $1,841 | $4,802-61.7% | $4,395-58.1% | $6,400-71.2% |
| Admin fee / account holder | $178 | $5,983-97.0% | $5,329-96.7% | $11,426-98.4% |