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 | $56,660 | $84,402-32.9% | $61,373-7.7% | $134,475-57.9% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -16.09% | 584.55%-600.6pp | 338.61%-354.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $676 | $1,544-56.2% | $1,159-41.7% | $4,740-85.7% |
| Participant deferral / active EE | $2,917 | $2,819+3.5% | $2,125+37.3% | $6,400-54.4% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |