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 | $8,542 | $84,402-89.9% | $61,373-86.1% | $134,475-93.6% |
| Participation rate | 47.6% | 62.2%-14.6pp | 52.6%-4.9pp | 81.2%-33.6pp |
| Annual return | -7.01% | 584.55%-591.6pp | 338.61%-345.6pp | 417.96%-425.0pp |
| Employer contribution / active EE | $454 | $1,544-70.6% | $1,159-60.9% | $4,740-90.4% |
| Participant deferral / active EE | $801 | $2,819-71.6% | $2,125-62.3% | $6,400-87.5% |
| Admin fee / account holder | $15 | $2,585-99.4% | $2,130-99.3% | $11,426-99.9% |