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 8-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 | $7,629 | $84,402-91.0% | $61,373-87.6% | $134,475-94.3% |
| Participation rate | 22.2% | 62.2%-40.0pp | 52.6%-30.3pp | 81.2%-59.0pp |
| Annual return | -16.62% | 584.55%-601.2pp | 338.61%-355.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $246 | $1,544-84.1% | $1,159-78.8% | $4,740-94.8% |
| Participant deferral / active EE | $351 | $2,819-87.6% | $2,125-83.5% | $6,400-94.5% |
| Admin fee / account holder | $104 | $2,585-96.0% | $2,130-95.1% | $11,426-99.1% |