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 10-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 | $7,788 | $84,402-90.8% | $61,373-87.3% | $134,475-94.2% |
| Participation rate | 45.0% | 62.2%-17.2pp | 52.6%-7.6pp | 81.2%-36.2pp |
| Annual return | -13.64% | 584.55%-598.2pp | 338.61%-352.2pp | 417.96%-431.6pp |
| Employer contribution / active EE | $236 | $1,544-84.7% | $1,159-79.6% | $4,740-95.0% |
| Participant deferral / active EE | $415 | $2,819-85.3% | $2,125-80.5% | $6,400-93.5% |
| Admin fee / account holder | $63 | $2,585-97.6% | $2,130-97.0% | $11,426-99.4% |