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 | $21,717 | $138,065-84.3% | $123,544-82.4% | $135,375-84.0% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -1.01% | 153.68%-154.7pp | 119.20%-120.2pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,567 | $5,151-69.6% | $4,628-66.1% | $4,779-67.2% |
| Participant deferral / active EE | $3,917 | $6,799-42.4% | $6,426-39.0% | $5,609-30.2% |
| Admin fee / account holder | $58 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |