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 5-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 | $23,849 | $84,402-71.7% | $61,373-61.1% | $134,475-82.3% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -17.85% | 584.55%-602.4pp | 338.61%-356.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $562 | $1,544-63.6% | $1,159-51.6% | $4,740-88.1% |
| Participant deferral / active EE | $8,167 | $2,819+189.7% | $2,125+284.3% | $6,400+27.6% |
| Admin fee / account holder | $161 | $2,585-93.8% | $2,130-92.5% | $11,426-98.6% |