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 | $14,843 | $84,402-82.4% | $61,373-75.8% | $134,475-89.0% |
| Participation rate | 63.6% | 62.2%+1.4pp | 52.6%+11.1pp | 81.2%-17.6pp |
| Annual return | -17.44% | 584.55%-602.0pp | 338.61%-356.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $807 | $1,544-47.8% | $1,159-30.4% | $4,740-83.0% |
| Participant deferral / active EE | $1,836 | $2,819-34.9% | $2,125-13.6% | $6,400-71.3% |
| Admin fee / account holder | $206 | $2,585-92.0% | $2,130-90.3% | $11,426-98.2% |