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 5-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 | $13,945 | $84,402-83.5% | $61,373-77.3% | $134,475-89.6% |
| Participation rate | 58.3% | 62.2%-3.9pp | 52.6%+5.8pp | 81.2%-22.9pp |
| Annual return | -17.51% | 584.55%-602.1pp | 338.61%-356.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,750 | $1,544+13.3% | $1,159+50.9% | $4,740-63.1% |
| Participant deferral / active EE | $5,316 | $2,819+88.6% | $2,125+150.2% | $6,400-16.9% |
| Admin fee / account holder | $2 | $2,585-99.9% | $2,130-99.9% | $11,426-100.0% |