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 | $7,668 | $84,402-90.9% | $61,373-87.5% | $134,475-94.3% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -21.62% | 584.55%-606.2pp | 338.61%-360.2pp | 417.96%-439.6pp |
| Employer contribution / active EE | $641 | $1,544-58.5% | $1,159-44.7% | $4,740-86.5% |
| Participant deferral / active EE | $1,453 | $2,819-48.5% | $2,125-31.6% | $6,400-77.3% |
| Admin fee / account holder | $50 | $2,585-98.1% | $2,130-97.7% | $11,426-99.6% |