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 5-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 | $29,305 | $84,402-65.3% | $61,373-52.3% | $134,475-78.2% |
| Participation rate | 35.7% | 62.2%-26.5pp | 52.6%-16.9pp | 81.2%-45.5pp |
| Annual return | -13.55% | 584.55%-598.1pp | 338.61%-352.2pp | 417.96%-431.5pp |
| Employer contribution / active EE | $705 | $1,544-54.4% | $1,159-39.2% | $4,740-85.1% |
| Participant deferral / active EE | $3,375 | $2,819+19.7% | $2,125+58.8% | $6,400-47.3% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |