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 | $21,445 | $84,402-74.6% | $61,373-65.1% | $134,475-84.1% |
| Participation rate | 20.8% | 62.2%-41.4pp | 52.6%-31.7pp | 81.2%-60.4pp |
| Annual return | -16.16% | 584.55%-600.7pp | 338.61%-354.8pp | 417.96%-434.1pp |
| Employer contribution / active EE | $548 | $1,544-64.5% | $1,159-52.7% | $4,740-88.4% |
| Participant deferral / active EE | $2,202 | $2,819-21.9% | $2,125+3.6% | $6,400-65.6% |
| Admin fee / account holder | $249 | $2,585-90.4% | $2,130-88.3% | $11,426-97.8% |