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 | $27,101 | $105,860-74.4% | $90,749-70.1% | $134,475-79.8% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -19.95% | -11.01%-8.9pp | -12.16%-7.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $707 | $3,462-79.6% | $2,921-75.8% | $4,740-85.1% |
| Participant deferral / active EE | $1,941 | $5,216-62.8% | $4,564-57.5% | $6,400-69.7% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |