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 | $2,386 | $84,402-97.2% | $61,373-96.1% | $134,475-98.2% |
| Participation rate | 58.3% | 62.2%-3.9pp | 52.6%+5.8pp | 81.2%-22.9pp |
| Annual return | -8.07% | 584.55%-592.6pp | 338.61%-346.7pp | 417.96%-426.0pp |
| Employer contribution / active EE | $224 | $1,544-85.5% | $1,159-80.7% | $4,740-95.3% |
| Participant deferral / active EE | $337 | $2,819-88.1% | $2,125-84.2% | $6,400-94.7% |
| Admin fee / account holder | $22 | $2,585-99.1% | $2,130-99.0% | $11,426-99.8% |