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 | $19,311 | $90,600-78.7% | $79,464-75.7% | $135,375-85.7% |
| Participation rate | 64.3% | 76.0%-11.8pp | 73.3%-9.1pp | 82.6%-18.4pp |
| Annual return | -7.78% | 977.43%-985.2pp | 718.14%-725.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $988 | $3,068-67.8% | $2,800-64.7% | $4,779-79.3% |
| Participant deferral / active EE | $4,563 | $4,050+12.7% | $3,704+23.2% | $5,609-18.7% |
| Admin fee / account holder | $107 | $5,907-98.2% | $5,113-97.9% | $10,827-99.0% |