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 | $55,048 | $211,958-74.0% | $169,463-67.5% | $135,375-59.3% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -7.43% | 3.26%-10.7pp | 1.83%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $14,233 | $5,120+178.0% | $4,159+242.2% | $4,779+197.8% |
| Participant deferral / active EE | $5,333 | $6,075-12.2% | $5,277+1.1% | $5,609-4.9% |
| Admin fee / account holder | $8 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |