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 | $38,304 | $82,286-53.5% | $68,791-44.3% | $134,475-71.5% |
| Participation rate | 42.1% | 75.1%-33.0pp | 69.0%-26.9pp | 81.2%-39.1pp |
| Annual return | -15.84% | -2.19%-13.7pp | -6.38%-9.5pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,774 | $3,301-46.2% | $2,655-33.2% | $4,740-62.6% |
| Participant deferral / active EE | $3,127 | $4,739-34.0% | $3,941-20.7% | $6,400-51.1% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |