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 | $36,371 | $88,594-58.9% | $70,092-48.1% | $134,475-73.0% |
| Participation rate | 60.0% | 74.9%-14.9pp | 70.5%-10.5pp | 81.2%-21.2pp |
| Annual return | -17.71% | 442.67%-460.4pp | 190.73%-208.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $868 | $3,233-73.2% | $2,559-66.1% | $4,740-81.7% |
| Participant deferral / active EE | $4,718 | $4,772-1.1% | $3,849+22.6% | $6,400-26.3% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |