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 | $18,572 | $42,894-56.7% | $60,874-69.5% | $68,494-72.9% |
| Participation rate | 61.8% | 66.8%-5.0pp | 73.1%-11.3pp | 67.9%-6.1pp |
| Annual return | -15.38% | -13.98%-1.4pp | 16.90%-32.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $592 | $1,978-70.1% | $2,701-78.1% | $2,596-77.2% |
| Participant deferral / active EE | $1,888 | $2,867-34.2% | $3,817-50.5% | $4,027-53.1% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |