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 | $9,525 | $88,594-89.2% | $70,092-86.4% | $134,475-92.9% |
| Participation rate | 44.4% | 74.9%-30.5pp | 70.5%-26.0pp | 81.2%-36.8pp |
| Annual return | -19.83% | 442.67%-462.5pp | 190.73%-210.6pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,336 | $3,233-58.7% | $2,559-47.8% | $4,740-71.8% |
| Participant deferral / active EE | $1,589 | $4,772-66.7% | $3,849-58.7% | $6,400-75.2% |
| Admin fee / account holder | $34 | $10,441-99.7% | $6,267-99.5% | $11,426-99.7% |