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 | $30,012 | $92,703-67.6% | $82,719-63.7% | $134,475-77.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -1.97% | 944.92%-946.9pp | 701.18%-703.1pp | 417.96%-419.9pp |
| Employer contribution / active EE | $1,273 | $3,274-61.1% | $3,009-57.7% | $4,740-73.1% |
| Participant deferral / active EE | $5,274 | $4,802+9.8% | $4,395+20.0% | $6,400-17.6% |
| Admin fee / account holder | $108 | $5,983-98.2% | $5,329-98.0% | $11,426-99.1% |