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 | $10,508 | $92,703-88.7% | $82,719-87.3% | $134,475-92.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -20.27% | 944.92%-965.2pp | 701.18%-721.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $978 | $3,274-70.1% | $3,009-67.5% | $4,740-79.4% |
| Participant deferral / active EE | $3,817 | $4,802-20.5% | $4,395-13.1% | $6,400-40.4% |
| Admin fee / account holder | $95 | $5,983-98.4% | $5,329-98.2% | $11,426-99.2% |