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 | $35,155 | $92,703-62.1% | $82,719-57.5% | $134,475-73.9% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -19.43% | 944.92%-964.3pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,072 | $3,274-67.3% | $3,009-64.4% | $4,740-77.4% |
| Participant deferral / active EE | $3,863 | $4,802-19.6% | $4,395-12.1% | $6,400-39.6% |
| Admin fee / account holder | $243 | $5,983-95.9% | $5,329-95.4% | $11,426-97.9% |