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 7-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 | $15,883 | $93,024-82.9% | $77,024-79.4% | $134,475-88.2% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -20.31% | 62.60%-82.9pp | 42.32%-62.6pp | 417.96%-438.3pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,014 | $5,238-4.3% | $4,426+13.3% | $6,400-21.7% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |