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 | $38,141 | $100,754-62.1% | $86,677-56.0% | $134,475-71.6% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -16.15% | 29.04%-45.2pp | 35.91%-52.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,098 | $3,489-68.5% | $2,836-61.3% | $4,740-76.8% |
| Participant deferral / active EE | $3,943 | $5,338-26.1% | $4,656-15.3% | $6,400-38.4% |
| Admin fee / account holder | $40 | $10,926-99.6% | $7,493-99.5% | $11,426-99.6% |