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 9-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 | $13,259 | $54,350-75.6% | $82,719-84.0% | $68,494-80.6% |
| Participation rate | 39.8% | 63.9%-24.2pp | 72.6%-32.8pp | 67.9%-28.1pp |
| Annual return | -19.17% | -13.67%-5.5pp | 701.18%-720.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,863 | $3,246-42.6% | $4,395-57.6% | $4,027-53.7% |
| Admin fee / account holder | $154 | $4,395-96.5% | $5,329-97.1% | $5,403-97.2% |