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 | $41,579 | $84,402-50.7% | $61,373-32.3% | $134,475-69.1% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -18.97% | 584.55%-603.5pp | 338.61%-357.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $935 | $1,544-39.5% | $1,159-19.4% | $4,740-80.3% |
| Participant deferral / active EE | $3,524 | $2,819+25.0% | $2,125+65.8% | $6,400-44.9% |
| Admin fee / account holder | $286 | $2,585-88.9% | $2,130-86.6% | $11,426-97.5% |