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 | $15,346 | $84,402-81.8% | $61,373-75.0% | $134,475-88.6% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -20.10% | 584.55%-604.6pp | 338.61%-358.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $299 | $1,544-80.6% | $1,159-74.2% | $4,740-93.7% |
| Participant deferral / active EE | $832 | $2,819-70.5% | $2,125-60.8% | $6,400-87.0% |
| Admin fee / account holder | $224 | $2,585-91.3% | $2,130-89.5% | $11,426-98.0% |