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 | $11,973 | $84,402-85.8% | $61,373-80.5% | $134,475-91.1% |
| Participation rate | 29.4% | 62.2%-32.8pp | 52.6%-23.2pp | 81.2%-51.8pp |
| Annual return | -20.24% | 584.55%-604.8pp | 338.61%-358.8pp | 417.96%-438.2pp |
| Employer contribution / active EE | $598 | $1,544-61.3% | $1,159-48.4% | $4,740-87.4% |
| Participant deferral / active EE | $1,366 | $2,819-51.6% | $2,125-35.7% | $6,400-78.7% |
| Admin fee / account holder | $124 | $2,585-95.2% | $2,130-94.2% | $11,426-98.9% |