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 | $65,584 | $142,344-53.9% | $119,609-45.2% | $134,475-51.2% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -19.78% | -12.44%-7.3pp | -14.97%-4.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,064 | $5,222-60.5% | $4,232-51.2% | $4,740-56.5% |
| Participant deferral / active EE | $7,750 | $6,469+19.8% | $5,602+38.3% | $6,400+21.1% |
| Admin fee / account holder | $101 | $13,584-99.3% | $10,323-99.0% | $11,426-99.1% |