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 | $46,125 | $42,894+7.5% | $60,874-24.2% | $68,494-32.7% |
| Participation rate | 48.1% | 66.8%-18.6pp | 73.1%-25.0pp | 67.9%-19.7pp |
| Annual return | -17.99% | -13.98%-4.0pp | 16.90%-34.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,730 | $1,978+88.5% | $2,701+38.1% | $2,596+43.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $97 | $3,101-96.9% | $3,224-97.0% | $5,403-98.2% |