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 10-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 | $63,725 | $84,402-24.5% | $61,373+3.8% | $134,475-52.6% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -13.55% | 584.55%-598.1pp | 338.61%-352.2pp | 417.96%-431.5pp |
| Employer contribution / active EE | $891 | $1,544-42.3% | $1,159-23.1% | $4,740-81.2% |
| Participant deferral / active EE | $6,333 | $2,819+124.7% | $2,125+198.1% | $6,400-1.0% |
| Admin fee / account holder | $18 | $2,585-99.3% | $2,130-99.2% | $11,426-99.8% |