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 | $2,123 | $84,402-97.5% | $61,373-96.5% | $134,475-98.4% |
| Participation rate | 8.3% | 62.2%-53.9pp | 52.6%-44.2pp | 81.2%-72.9pp |
| Annual return | -18.53% | 584.55%-603.1pp | 338.61%-357.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10 | $2,585-99.6% | $2,130-99.5% | $11,426-99.9% |