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 | $13,357 | $84,402-84.2% | $61,373-78.2% | $134,475-90.1% |
| Participation rate | 40.0% | 62.2%-22.2pp | 52.6%-12.6pp | 81.2%-41.2pp |
| Annual return | -12.67% | 584.55%-597.2pp | 338.61%-351.3pp | 417.96%-430.6pp |
| Employer contribution / active EE | $216 | $1,544-86.0% | $1,159-81.4% | $4,740-95.4% |
| Participant deferral / active EE | $270 | $2,819-90.4% | $2,125-87.3% | $6,400-95.8% |
| Admin fee / account holder | $85 | $2,585-96.7% | $2,130-96.0% | $11,426-99.3% |