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 6-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 | $23,468 | $84,402-72.2% | $61,373-61.8% | $134,475-82.5% |
| Participation rate | 30.0% | 62.2%-32.2pp | 52.6%-22.6pp | 81.2%-51.2pp |
| Annual return | -17.95% | 584.55%-602.5pp | 338.61%-356.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $779 | $1,544-49.6% | $1,159-32.8% | $4,740-83.6% |
| Participant deferral / active EE | $2,820 | $2,8190% | $2,125+32.7% | $6,400-55.9% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |