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 | $21,609 | $90,600-76.1% | $79,464-72.8% | $135,375-84.0% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | -4.01% | 977.43%-981.4pp | 718.14%-722.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,012 | $3,068-67.0% | $2,800-63.9% | $4,779-78.8% |
| Participant deferral / active EE | $1,589 | $4,050-60.8% | $3,704-57.1% | $5,609-71.7% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |