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 | $34,563 | $92,703-62.7% | $82,719-58.2% | $134,475-74.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -20.17% | 944.92%-965.1pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $707 | $3,274-78.4% | $3,009-76.5% | $4,740-85.1% |
| Participant deferral / active EE | $1,918 | $4,802-60.1% | $4,395-56.4% | $6,400-70.0% |
| Admin fee / account holder | $58 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |