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 | $15,490 | $90,600-82.9% | $79,464-80.5% | $135,375-88.6% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -8.36% | 977.43%-985.8pp | 718.14%-726.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $750 | $3,068-75.6% | $2,800-73.2% | $4,779-84.3% |
| Participant deferral / active EE | $1,500 | $4,050-63.0% | $3,704-59.5% | $5,609-73.3% |
| Admin fee / account holder | $190 | $5,907-96.8% | $5,113-96.3% | $10,827-98.2% |