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 | $9,299 | $84,402-89.0% | $61,373-84.8% | $134,475-93.1% |
| Participation rate | 52.6% | 62.2%-9.6pp | 52.6%+0.1pp | 81.2%-28.6pp |
| Annual return | -16.74% | 584.55%-601.3pp | 338.61%-355.3pp | 417.96%-434.7pp |
| Employer contribution / active EE | $512 | $1,544-66.8% | $1,159-55.8% | $4,740-89.2% |
| Participant deferral / active EE | $2,595 | $2,819-7.9% | $2,125+22.1% | $6,400-59.5% |
| Admin fee / account holder | $125 | $2,585-95.2% | $2,130-94.1% | $11,426-98.9% |