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 7-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 | $13,006 | $84,402-84.6% | $61,373-78.8% | $134,475-90.3% |
| Participation rate | 37.5% | 62.2%-24.7pp | 52.6%-15.1pp | 81.2%-43.7pp |
| Annual return | -16.69% | 584.55%-601.2pp | 338.61%-355.3pp | 417.96%-434.7pp |
| Employer contribution / active EE | $609 | $1,544-60.6% | $1,159-47.5% | $4,740-87.2% |
| Participant deferral / active EE | $2,667 | $2,819-5.4% | $2,125+25.5% | $6,400-58.3% |
| Admin fee / account holder | $245 | $2,585-90.5% | $2,130-88.5% | $11,426-97.9% |