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 | $46,489 | $84,402-44.9% | $61,373-24.3% | $134,475-65.4% |
| Participation rate | 16.7% | 62.2%-45.5pp | 52.6%-35.9pp | 81.2%-64.6pp |
| Annual return | -19.39% | 584.55%-603.9pp | 338.61%-358.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $486 | $1,544-68.6% | $1,159-58.1% | $4,740-89.8% |
| Participant deferral / active EE | $1,214 | $2,819-56.9% | $2,125-42.9% | $6,400-81.0% |
| Admin fee / account holder | $193 | $2,585-92.5% | $2,130-90.9% | $11,426-98.3% |