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 | $61,114 | $84,402-27.6% | $61,373-0.4% | $134,475-54.6% |
| Participation rate | 19.0% | 62.2%-43.2pp | 52.6%-33.5pp | 81.2%-62.2pp |
| Annual return | -18.88% | 584.55%-603.4pp | 338.61%-357.5pp | 417.96%-436.8pp |
| Employer contribution / active EE | $560 | $1,544-63.7% | $1,159-51.7% | $4,740-88.2% |
| Participant deferral / active EE | $2,365 | $2,819-16.1% | $2,125+11.3% | $6,400-63.0% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |