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 | $21,343 | $90,600-76.4% | $79,464-73.1% | $135,375-84.2% |
| Participation rate | 56.5% | 76.0%-19.5pp | 73.3%-16.8pp | 82.6%-26.1pp |
| Annual return | -8.07% | 977.43%-985.5pp | 718.14%-726.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,909 | $3,068+27.4% | $2,800+39.6% | $4,779-18.2% |
| Participant deferral / active EE | $1,453 | $4,050-64.1% | $3,704-60.8% | $5,609-74.1% |
| Admin fee / account holder | $34 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |