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 | $19,646 | $92,703-78.8% | $82,719-76.2% | $134,475-85.4% |
| Participation rate | 68.4% | 75.2%-6.8pp | 72.6%-4.1pp | 81.2%-12.8pp |
| Annual return | -16.22% | 944.92%-961.1pp | 701.18%-717.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $826 | $3,274-74.8% | $3,009-72.5% | $4,740-82.6% |
| Participant deferral / active EE | $2,312 | $4,802-51.9% | $4,395-47.4% | $6,400-63.9% |
| Admin fee / account holder | $136 | $5,983-97.7% | $5,329-97.4% | $11,426-98.8% |