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 8-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 | $7,393 | $92,703-92.0% | $82,719-91.1% | $134,475-94.5% |
| Participation rate | 65.2% | 75.2%-10.0pp | 72.6%-7.3pp | 81.2%-16.0pp |
| Annual return | -11.16% | 944.92%-956.1pp | 701.18%-712.3pp | 417.96%-429.1pp |
| Employer contribution / active EE | $728 | $3,274-77.8% | $3,009-75.8% | $4,740-84.6% |
| Participant deferral / active EE | $1,305 | $4,802-72.8% | $4,395-70.3% | $6,400-79.6% |
| Admin fee / account holder | $222 | $5,983-96.3% | $5,329-95.8% | $11,426-98.1% |