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 | $68,546 | $64,707+5.9% | $112,228-38.9% | $68,494+0.1% |
| Participation rate | 21.4% | 67.2%-45.7pp | 75.1%-53.6pp | 67.9%-46.5pp |
| Annual return | -19.12% | -11.40%-7.7pp | 27.45%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $744 | $2,746-72.9% | $3,635-79.5% | $2,596-71.4% |
| Participant deferral / active EE | $2,255 | $3,565-36.7% | $4,728-52.3% | $4,027-44.0% |
| Admin fee / account holder | $26 | $5,232-99.5% | $6,410-99.6% | $5,403-99.5% |