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 | $8,380 | $67,331-87.6% | $60,874-86.2% | $134,475-93.8% |
| Participation rate | 53.8% | 76.2%-22.3pp | 73.1%-19.3pp | 81.2%-27.4pp |
| Annual return | -19.84% | 49.93%-69.8pp | 16.90%-36.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $496 | $3,096-84.0% | $2,701-81.7% | $4,740-89.5% |
| Participant deferral / active EE | $2,057 | $4,538-54.7% | $3,817-46.1% | $6,400-67.9% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |