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 | $6,765 | $84,402-92.0% | $61,373-89.0% | $134,475-95.0% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -21.07% | 584.55%-605.6pp | 338.61%-359.7pp | 417.96%-439.0pp |
| Employer contribution / active EE | $562 | $1,544-63.6% | $1,159-51.5% | $4,740-88.1% |
| Participant deferral / active EE | $562 | $2,819-80.1% | $2,125-73.5% | $6,400-91.2% |
| Admin fee / account holder | $2 | $2,585-99.9% | $2,130-99.9% | $11,426-100.0% |