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 6-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 | $30,932 | $99,640-69.0% | $86,436-64.2% | $134,475-77.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -20.87% | 6782.58%-6803.5pp | 4394.89%-4415.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $970 | $4,400-77.9% | $3,769-74.3% | $4,740-79.5% |
| Participant deferral / active EE | $3,395 | $7,246-53.1% | $6,952-51.2% | $6,400-46.9% |
| Admin fee / account holder | $49 | $8,371-99.4% | $6,731-99.3% | $11,426-99.6% |