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 7-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 | $3,066 | $84,402-96.4% | $61,373-95.0% | $134,475-97.7% |
| Participation rate | 68.2% | 62.2%+6.0pp | 52.6%+15.6pp | 81.2%-13.0pp |
| Annual return | -19.87% | 584.55%-604.4pp | 338.61%-358.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $432 | $1,544-72.0% | $1,159-62.8% | $4,740-90.9% |
| Participant deferral / active EE | $862 | $2,819-69.4% | $2,125-59.4% | $6,400-86.5% |
| Admin fee / account holder | $81 | $2,585-96.9% | $2,130-96.2% | $11,426-99.3% |