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 | $42,421 | $95,971-55.8% | $74,550-43.1% | $135,375-68.7% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -8.29% | 56.96%-65.3pp | 32.53%-40.8pp | 519.73%-528.0pp |
| Employer contribution / active EE | $577 | $2,716-78.8% | $1,961-70.6% | $4,779-87.9% |
| Participant deferral / active EE | $2,184 | $3,843-43.2% | $3,108-29.7% | $5,609-61.1% |
| Admin fee / account holder | $20 | $6,522-99.7% | $5,060-99.6% | $10,827-99.8% |