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 | $9,785 | $106,543-90.8% | $91,220-89.3% | $134,475-92.7% |
| Participation rate | 63.6% | 76.8%-13.2pp | 73.2%-9.6pp | 81.2%-17.6pp |
| Annual return | -20.94% | 160.60%-181.5pp | 114.01%-134.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,035 | $3,331-38.9% | $2,850-28.6% | $4,740-57.1% |
| Participant deferral / active EE | $3,430 | $4,719-27.3% | $4,234-19.0% | $6,400-46.4% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |