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 4-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 | $28,860 | $92,703-68.9% | $82,719-65.1% | $134,475-78.5% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -20.10% | 944.92%-965.0pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $495 | $3,274-84.9% | $3,009-83.5% | $4,740-89.6% |
| Participant deferral / active EE | $3,750 | $4,802-21.9% | $4,395-14.7% | $6,400-41.4% |
| Admin fee / account holder | $202 | $5,983-96.6% | $5,329-96.2% | $11,426-98.2% |