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 | $14,009 | $92,703-84.9% | $82,719-83.1% | $134,475-89.6% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -19.41% | 944.92%-964.3pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $492 | $3,274-85.0% | $3,009-83.6% | $4,740-89.6% |
| Participant deferral / active EE | $1,026 | $4,802-78.6% | $4,395-76.7% | $6,400-84.0% |
| Admin fee / account holder | $197 | $5,983-96.7% | $5,329-96.3% | $11,426-98.3% |