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 | $27,374 | $138,065-80.2% | $123,544-77.8% | $135,375-79.8% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -2.12% | 153.68%-155.8pp | 119.20%-121.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,121 | $5,151-78.2% | $4,628-75.8% | $4,779-76.5% |
| Participant deferral / active EE | $4,777 | $6,799-29.7% | $6,426-25.7% | $5,609-14.8% |
| Admin fee / account holder | $19 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |