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 | $20,345 | $84,402-75.9% | $61,373-66.8% | $134,475-84.9% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -16.34% | 584.55%-600.9pp | 338.61%-354.9pp | 417.96%-434.3pp |
| Employer contribution / active EE | $819 | $1,544-47.0% | $1,159-29.4% | $4,740-82.7% |
| Participant deferral / active EE | $1,460 | $2,819-48.2% | $2,125-31.3% | $6,400-77.2% |
| Admin fee / account holder | $5 | $2,585-99.8% | $2,130-99.7% | $11,426-100.0% |