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 9-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 | $24,330 | $92,703-73.8% | $82,719-70.6% | $134,475-81.9% |
| Participation rate | 31.6% | 75.2%-43.6pp | 72.6%-41.0pp | 81.2%-49.6pp |
| Annual return | -17.98% | 944.92%-962.9pp | 701.18%-719.2pp | 417.96%-435.9pp |
| Employer contribution / active EE | $417 | $3,274-87.3% | $3,009-86.1% | $4,740-91.2% |
| Participant deferral / active EE | $1,784 | $4,802-62.8% | $4,395-59.4% | $6,400-72.1% |
| Admin fee / account holder | $216 | $5,983-96.4% | $5,329-95.9% | $11,426-98.1% |