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 | $18,628 | $88,594-79.0% | $70,092-73.4% | $134,475-86.1% |
| Participation rate | 60.0% | 74.9%-14.9pp | 70.5%-10.5pp | 81.2%-21.2pp |
| Annual return | -19.88% | 442.67%-462.5pp | 190.73%-210.6pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,876 | $3,233-42.0% | $2,559-26.7% | $4,740-60.4% |
| Participant deferral / active EE | $3,656 | $4,772-23.4% | $3,849-5.0% | $6,400-42.9% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |