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 9-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 | $13,506 | $84,402-84.0% | $61,373-78.0% | $134,475-90.0% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -15.81% | 584.55%-600.4pp | 338.61%-354.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $888 | $1,544-42.5% | $1,159-23.4% | $4,740-81.3% |
| Participant deferral / active EE | $1,089 | $2,819-61.4% | $2,125-48.7% | $6,400-83.0% |
| Admin fee / account holder | $128 | $2,585-95.0% | $2,130-94.0% | $11,426-98.9% |