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 | $37,168 | $127,386-70.8% | $115,037-67.7% | $125,391-70.4% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -3.41% | 31.28%-34.7pp | 26.14%-29.6pp | 282.22%-285.6pp |
| Employer contribution / active EE | $848 | $5,166-83.6% | $4,608-81.6% | $4,866-82.6% |
| Participant deferral / active EE | $5,936 | $6,423-7.6% | $6,026-1.5% | $5,352+10.9% |
| Admin fee / account holder | $187 | $9,516-98.0% | $8,175-97.7% | $9,540-98.0% |