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 | $17,014 | $57,354-70.3% | $83,848-79.7% | $64,186-73.5% |
| Participation rate | 37.7% | 68.6%-30.9pp | 76.1%-38.4pp | 69.6%-31.9pp |
| Annual return | -5.36% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $606 | $2,545-76.2% | $3,631-83.3% | $2,381-74.5% |
| Participant deferral / active EE | $1,384 | $2,993-53.8% | $4,082-66.1% | $3,470-60.1% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |