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 | $33,202 | $138,065-76.0% | $123,544-73.1% | $135,375-75.5% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -8.57% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,319 | $5,151-74.4% | $4,628-71.5% | $4,779-72.4% |
| Participant deferral / active EE | $2,541 | $6,799-62.6% | $6,426-60.5% | $5,609-54.7% |
| Admin fee / account holder | $34 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |