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 | $9,017 | $92,703-90.3% | $82,719-89.1% | $134,475-93.3% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -19.32% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $646 | $3,274-80.3% | $3,009-78.5% | $4,740-86.4% |
| Participant deferral / active EE | $1,816 | $4,802-62.2% | $4,395-58.7% | $6,400-71.6% |
| Admin fee / account holder | $140 | $5,983-97.7% | $5,329-97.4% | $11,426-98.8% |