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 | $16,779 | $84,402-80.1% | $61,373-72.7% | $134,475-87.5% |
| Participation rate | 29.4% | 62.2%-32.8pp | 52.6%-23.2pp | 81.2%-51.8pp |
| Annual return | -18.32% | 584.55%-602.9pp | 338.61%-356.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $319 | $1,544-79.4% | $1,159-72.5% | $4,740-93.3% |
| Participant deferral / active EE | $1,812 | $2,819-35.7% | $2,125-14.7% | $6,400-71.7% |
| Admin fee / account holder | $298 | $2,585-88.5% | $2,130-86.0% | $11,426-97.4% |