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 6-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 | $38,222 | $84,402-54.7% | $61,373-37.7% | $134,475-71.6% |
| Participation rate | 30.8% | 62.2%-31.4pp | 52.6%-21.8pp | 81.2%-50.5pp |
| Annual return | -19.70% | 584.55%-604.2pp | 338.61%-358.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $702 | $1,544-54.5% | $1,159-39.4% | $4,740-85.2% |
| Participant deferral / active EE | $3,514 | $2,819+24.6% | $2,125+65.4% | $6,400-45.1% |
| Admin fee / account holder | $292 | $2,585-88.7% | $2,130-86.3% | $11,426-97.4% |