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 | $20,811 | $152,509-86.4% | $117,472-82.3% | $134,475-84.5% |
| Participation rate | 28.6% | 77.1%-48.5pp | 70.6%-42.0pp | 81.2%-52.7pp |
| Annual return | -17.73% | 52.99%-70.7pp | 29.74%-47.5pp | 417.96%-435.7pp |
| Employer contribution / active EE | $384 | $5,571-93.1% | $4,176-90.8% | $4,740-91.9% |
| Participant deferral / active EE | $1,767 | $4,818-63.3% | $4,070-56.6% | $6,400-72.4% |
| Admin fee / account holder | $12 | $7,004-99.8% | $5,645-99.8% | $11,426-99.9% |