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 8-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 | $67,280 | $138,065-51.3% | $123,544-45.5% | $135,375-50.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.13% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,281 | $5,151-55.7% | $4,628-50.7% | $4,779-52.3% |
| Participant deferral / active EE | $7,378 | $6,799+8.5% | $6,426+14.8% | $5,609+31.5% |
| Admin fee / account holder | $9 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |