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 | $27,893 | $106,543-73.8% | $91,220-69.4% | $134,475-79.3% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -9.12% | 160.60%-169.7pp | 114.01%-123.1pp | 417.96%-427.1pp |
| Employer contribution / active EE | $2,016 | $3,331-39.5% | $2,850-29.3% | $4,740-57.5% |
| Participant deferral / active EE | $9,051 | $4,719+91.8% | $4,234+113.8% | $6,400+41.4% |
| Admin fee / account holder | $12 | $6,231-99.8% | $5,420-99.8% | $11,426-99.9% |