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 9-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 | $77,468 | $97,044-20.2% | $83,333-7.0% | $135,375-42.8% |
| Participation rate | 41.2% | 80.4%-39.2pp | 77.8%-36.6pp | 82.6%-41.5pp |
| Annual return | -6.34% | 12.31%-18.7pp | 10.63%-17.0pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,031 | $4,143-51.0% | $3,379-39.9% | $4,779-57.5% |
| Participant deferral / active EE | $3,601 | $5,964-39.6% | $5,565-35.3% | $5,609-35.8% |
| Admin fee / account holder | $26 | $8,380-99.7% | $7,510-99.7% | $10,827-99.8% |