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 | $25,365 | $104,106-75.6% | $71,086-64.3% | $135,375-81.3% |
| Participation rate | 25.0% | 65.7%-40.7pp | 54.7%-29.7pp | 82.6%-57.6pp |
| Annual return | -9.65% | 1256.30%-1265.9pp | 650.59%-660.2pp | 519.73%-529.4pp |
| Employer contribution / active EE | $285 | $1,485-80.8% | $1,088-73.8% | $4,779-94.0% |
| Participant deferral / active EE | $3,000 | $2,527+18.7% | $1,874+60.1% | $5,609-46.5% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |