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 | $60,842 | $94,529-35.6% | $140,016-56.5% | $64,186-5.2% |
| Participation rate | 55.7% | 84.1%-28.3pp | 87.5%-31.8pp | 69.6%-13.8pp |
| Annual return | -6.95% | 7.77%-14.7pp | 651.12%-658.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,162 | $5,250-20.7% | $6,927-39.9% | $3,470+20.0% |
| Admin fee / account holder | $22 | $6,741-99.7% | $10,705-99.8% | $4,888-99.6% |